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 INSURANC CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,535 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,037 | $76,670-51.7% | $96,683-61.7% | $71,457-48.2% |
| Participation rate | 76.8% | 66.6%+10.2pp | 74.3%+2.4pp | 67.9%+8.9pp |
| Annual return | 17.05% | 48.29%-31.2pp | 35.69%-18.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,808 | $3,031-7.4% | $3,737-24.8% | $2,588+8.5% |
| Participant deferral / active EE | $3,634 | $3,771-3.6% | $4,878-25.5% | $4,289-15.3% |
| Admin fee / account holder | $76 | $2,028-96.3% | $6,730-98.9% | $1,587-95.2% |