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 7-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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $662 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,620 | $65,376-73.0% | $87,100-79.8% | $65,185-73.0% |
| Participation rate | 95.3% | 75.3%+19.9pp | 76.9%+18.4pp | 70.2%+25.1pp |
| Annual return | 40.15% | 31.27%+8.9pp | 28.19%+12.0pp | 29.38%+10.8pp |
| Employer contribution / active EE | $4,609 | $1,822+152.9% | $2,521+82.8% | $2,177+111.8% |
| Participant deferral / active EE | $5,743 | $3,388+69.5% | $4,049+41.8% | $3,514+63.4% |
| Admin fee / account holder | $73 | $520-86.0% | $7,497-99.0% | $847-91.4% |