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 | $6,886 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,187 | $29,369-34.7% | $77,482-75.2% | $73,409-73.9% |
| Participation rate | 93.3% | 37.9%+55.3pp | 54.2%+39.1pp | 72.2%+21.1pp |
| Annual return | 8.46% | 358.15%-349.7pp | 54.79%-46.3pp | 59.29%-50.8pp |
| Employer contribution / active EE | $710 | $406+75.0% | $986-28.0% | $2,234-68.2% |
| Participant deferral / active EE | $879 | $941-6.6% | $1,861-52.8% | $3,805-76.9% |
| Admin fee / account holder | $146 | $123+19.1% | $2,858-94.9% | $158-7.4% |