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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,200 |
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).
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 | $80,570 | $55,371+45.5% | $95,585-15.7% | $74,304+8.4% |
| Participation rate | 96.8% | 53.8%+43.0pp | 72.1%+24.7pp | 60.3%+36.5pp |
| Annual return | 12.00% | 24.26%-12.3pp | 38.56%-26.6pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,480 | $1,437+2.9% | $2,527-41.4% | $2,241-34.0% |
| Participant deferral / active EE | $3,460 | $2,955+17.1% | $4,023-14.0% | $3,767-8.1% |
| Admin fee / account holder | $17 | $2,620-99.4% | $6,127-99.7% | $2,969-99.4% |