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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,154 |
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 | $78,126 | $55,790+40.0% | $76,817+1.7% | $67,579+15.6% |
| Participation rate | 94.2% | 71.1%+23.1pp | 72.1%+22.1pp | 71.3%+23.0pp |
| Annual return | 20.71% | 64.45%-43.7pp | 1166.11%-1145.4pp | 378.56%-357.8pp |
| Employer contribution / active EE | $3,524 | $1,810+94.7% | $2,302+53.1% | $2,148+64.1% |
| Participant deferral / active EE | $4,496 | $2,875+56.4% | $3,336+34.8% | $3,539+27.0% |
| Admin fee / account holder | $15 | $159-90.7% | $6,420-99.8% | $142-89.6% |