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 USA Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $926 |
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 | $36,411 | $52,884-31.1% | $84,750-57.0% | $55,167-34.0% |
| Participation rate | 82.9% | 67.5%+15.4pp | 76.6%+6.3pp | 69.0%+13.9pp |
| Annual return | 6.35% | 18.03%-11.7pp | 22.78%-16.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,070 | $2,233-52.1% | $3,574-70.1% | $1,963-45.5% |
| Participant deferral / active EE | $2,991 | $2,644+13.1% | $3,712-19.4% | $3,054-2.1% |
| Admin fee / account holder | $14 | $581-97.5% | $5,332-99.7% | $504-97.1% |