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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $670 |
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 | $53,301 | $81,537-34.6% | $149,718-64.4% | $69,631-23.5% |
| Participation rate | 76.4% | 86.1%-9.7pp | 87.1%-10.6pp | 70.7%+5.7pp |
| Annual return | 18.56% | 22.79%-4.2pp | 1501.63%-1483.1pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,736 | $4,994-5.2% | $6,569-27.9% | $3,224+46.9% |
| Admin fee / account holder | $113 | $107+5.3% | $11,283-99.0% | $110+1.9% |