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 9-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $1,393 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,816 | $87,013+51.5% | $106,213+24.1% | $80,856+63.0% |
| Participation rate | 92.8% | 70.4%+22.3pp | 75.3%+17.5pp | 67.6%+25.1pp |
| Annual return | 4.89% | 17.05%-12.2pp | 116.14%-111.2pp | 35.59%-30.7pp |
| Employer contribution / active EE | $6,122 | $2,395+155.6% | $3,171+93.0% | $2,755+122.2% |
| Participant deferral / active EE | $13,139 | $3,986+229.6% | $5,016+161.9% | $4,296+205.9% |
| Admin fee / account holder | $8 | $8,431-99.9% | $11,033-99.9% | $6,918-99.9% |