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 13-3646501 | Recordkeeping | $777 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,609 | $52,639-47.5% | $185,117-85.1% | $62,292-55.7% |
| Participation rate | 72.7% | 63.9%+8.9pp | 77.3%-4.5pp | 69.5%+3.2pp |
| Annual return | 24.91% | 19.57%+5.3pp | 40.50%-15.6pp | 28.90%-4.0pp |
| Employer contribution / active EE | $669 | $1,483-54.9% | $4,182-84.0% | $2,042-67.3% |
| Participant deferral / active EE | $3,777 | $3,097+22.0% | $5,045-25.1% | $3,169+19.2% |
| Admin fee / account holder | $53 | $374-85.8% | $8,159-99.4% | $479-89.0% |