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 | $14,028 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,080 | $111,608-14.8% | $177,821-46.5% | $73,409+29.5% |
| Participation rate | 76.6% | 87.9%-11.3pp | 87.7%-11.2pp | 72.2%+4.4pp |
| Annual return | 20.44% | 18.23%+2.2pp | 48.32%-27.9pp | 59.29%-38.9pp |
| Employer contribution / active EE | $7 | $3,796-99.8% | $5,918-99.9% | $2,234-99.7% |
| Participant deferral / active EE | $7,308 | $6,199+17.9% | $7,714-5.3% | $3,805+92.0% |
| Admin fee / account holder | $174 | $166+5.1% | $12,427-98.6% | $158+10.2% |