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 | $1,378 |
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 | $34,514 | $56,972-39.4% | $182,532-81.1% | $65,185-47.1% |
| Participation rate | 72.8% | 66.5%+6.3pp | 78.0%-5.2pp | 70.2%+2.6pp |
| Annual return | 21.58% | 27.67%-6.1pp | 148.54%-127.0pp | 29.38%-7.8pp |
| Employer contribution / active EE | $786 | $1,615-51.3% | $4,076-80.7% | $2,177-63.9% |
| Participant deferral / active EE | $4,410 | $3,526+25.1% | $5,524-20.2% | $3,514+25.5% |
| Admin fee / account holder | $78 | $528-85.1% | $8,592-99.1% | $847-90.7% |