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 COMPAN Service code 15 · EIN 01-0233346 | Recordkeeping | $126 |
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 | $31,097 | $41,854-25.7% | $73,843-57.9% | $52,331-40.6% |
| Participation rate | 83.8% | 66.2%+17.6pp | 73.4%+10.4pp | 68.1%+15.7pp |
| Annual return | 6.14% | 2.11%+4.0pp | 2267.84%-2261.7pp | 4.54%+1.6pp |
| Employer contribution / active EE | $2,003 | $1,920+4.3% | $2,787-28.1% | $1,882+6.4% |
| Participant deferral / active EE | $3,850 | $2,498+54.1% | $3,583+7.4% | $3,022+27.4% |
| Admin fee / account holder | $19 | $493-96.2% | $4,880-99.6% | $592-96.8% |