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 USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $944 |
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 | $33,186 | $36,916-10.1% | $156,549-78.8% | $57,658-42.4% |
| Participation rate | 81.2% | 63.4%+17.8pp | 84.0%-2.8pp | 70.2%+11.0pp |
| Annual return | 7.29% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $798 | $1,571-49.2% | $5,501-85.5% | $1,974-59.6% |
| Participant deferral / active EE | $1,907 | $1,926-1.0% | $4,871-60.9% | $3,061-37.7% |
| Admin fee / account holder | $143 | $82+72.9% | $13,027-98.9% | $95+50.9% |