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 INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,198 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,567 | $60,165-25.9% | $74,183-39.9% | $55,167-19.2% |
| Participation rate | 89.6% | 74.2%+15.4pp | 76.6%+12.9pp | 69.0%+20.6pp |
| Annual return | 257.64% | 10.00%+247.6pp | 17.74%+239.9pp | 169.23%+88.4pp |
| Employer contribution / active EE | $1,036 | $1,600-35.3% | $2,370-56.3% | $1,963-47.2% |
| Participant deferral / active EE | $1,870 | $2,973-37.1% | $3,550-47.3% | $3,054-38.8% |
| Admin fee / account holder | $127 | $419-69.8% | $5,586-97.7% | $504-74.9% |