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 | $36,720 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $22,160 |
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 | $81,230 | $81,537-0.4% | $149,718-45.7% | $69,631+16.7% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.1%+9.9pp | 70.7%+26.3pp |
| Annual return | 19.84% | 22.79%-3.0pp | 1501.63%-1481.8pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $2,717 | $3,239-16.1% | $5,445-50.1% | $2,032+33.7% |
| Participant deferral / active EE | $4,151 | $4,994-16.9% | $6,569-36.8% | $3,224+28.8% |
| Admin fee / account holder | $198 | $107+85.2% | $11,283-98.2% | $110+79.2% |