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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,616 | $59,186-46.6% | $76,768-58.8% | $56,287-43.8% |
| Participation rate | 77.2% | 75.2%+2.0pp | 77.0%+0.2pp | 69.9%+7.3pp |
| Annual return | -6.82% | 6.62%-13.4pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $698 | $1,759-60.3% | $2,485-71.9% | $2,111-66.9% |
| Participant deferral / active EE | $2,773 | $3,255-14.8% | $3,852-28.0% | $3,350-17.2% |
| Admin fee / account holder | $137 | $489-71.9% | $6,675-97.9% | $521-73.6% |