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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $704 |
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 | $52,123 | $95,880-45.6% | $107,525-51.5% | $85,563-39.1% |
| Participation rate | 90.3% | 70.1%+20.1pp | 75.1%+15.2pp | 66.0%+24.3pp |
| Annual return | 14.33% | 68.06%-53.7pp | 181.32%-167.0pp | 31.51%-17.2pp |
| Employer contribution / active EE | $1,493 | $3,812-60.8% | $3,754-60.2% | $2,654-43.7% |
| Participant deferral / active EE | $3,789 | $4,201-9.8% | $5,116-25.9% | $4,375-13.4% |
| Admin fee / account holder | $75 | $1,025-92.7% | $8,919-99.2% | $834-91.1% |