See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,604 | $76,000-61.0% | $154,107-80.8% | $64,186-53.9% |
| Participation rate | 87.2% | 70.4%+16.8pp | 83.0%+4.2pp | 69.6%+17.7pp |
| Annual return | -10.03% | 30.32%-40.3pp | 735.12%-745.1pp | 7.63%-17.7pp |
| Employer contribution / active EE | $4,939 | $3,351+47.4% | $5,298-6.8% | $2,381+107.4% |
| Participant deferral / active EE | $4,959 | $3,175+56.2% | $5,081-2.4% | $3,470+42.9% |
| Admin fee / account holder | $24 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |