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 | $49,657+62.3% | $93,063-13.4% | $67,986+18.5% |
| Participation rate | 96.8% | 49.9%+46.9pp | 72.1%+24.7pp | 57.2%+39.6pp |
| Annual return | 12.00% | 26.27%-14.3pp | 34.15%-22.2pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,480 | $1,279+15.7% | $2,476-40.2% | $2,019-26.7% |
| Participant deferral / active EE | $3,460 | $2,484+39.3% | $3,958-12.6% | $3,358+3.0% |
| Admin fee / account holder | $17 | $2,843-99.4% | $6,033-99.7% | $3,203-99.5% |