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 | $0 |
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 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 | $58,032 | $80,005-27.5% | $140,016-58.6% | $55,725+4.1% |
| Participation rate | 79.1% | 87.0%-7.9pp | 87.5%-8.4pp | 70.9%+8.2pp |
| Annual return | -7.24% | 0.46%-7.7pp | 651.12%-658.4pp | 244.93%-252.2pp |
| Employer contribution / active EE | $4,786 | $3,403+40.7% | $5,606-14.6% | $2,078+130.3% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $98 | $116-15.7% | $10,705-99.1% | $115-15.3% |