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 Service code 15 · EIN 01-0233346 | Recordkeeping | $175 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,803 | $69,362-51.3% | $101,248-66.6% | $73,488-54.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 16.85% | 18.46%-1.6pp | 46.47%-29.6pp | 28.51%-11.7pp |
| Employer contribution / active EE | $2,104 | $2,628-19.9% | $3,660-42.5% | $2,270-7.3% |
| Participant deferral / active EE | $1,754 | $3,300-46.8% | $4,370-59.9% | $3,740-53.1% |
| Admin fee / account holder | $259 | $704-63.2% | $5,945-95.6% | $513-49.5% |