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 INS. CO Service code 15 · EIN 01-0233346 | Recordkeeping | $848 |
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 | $36,377 | $55,002-33.9% | $59,878-39.2% | $56,287-35.4% |
| Participation rate | 70.7% | 75.9%-5.2pp | 74.7%-4.0pp | 69.9%+0.8pp |
| Annual return | 8.97% | 1.13%+7.8pp | 3.46%+5.5pp | -9.96%+18.9pp |
| Employer contribution / active EE | $1,611 | $2,448-34.2% | $2,722-40.8% | $2,111-23.7% |
| Participant deferral / active EE | $2,353 | $3,121-24.6% | $3,402-30.8% | $3,350-29.7% |
| Admin fee / account holder | $123 | $236-47.9% | $3,590-96.6% | $521-76.4% |