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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,762 | $55,453-73.4% | $170,442-91.3% | $62,292-76.3% |
| Participation rate | 86.3% | 66.4%+19.9pp | 83.6%+2.7pp | 69.5%+16.8pp |
| Annual return | 12.42% | 21.38%-9.0pp | 205.93%-193.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $1,991 | $2,164-8.0% | $5,433-63.4% | $2,042-2.5% |
| Participant deferral / active EE | $880 | $2,303-61.8% | $4,939-82.2% | $3,169-72.2% |
| Admin fee / account holder | $4 | $455-99.1% | $13,880-100.0% | $479-99.2% |