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 | $92,224-43.5% | $105,223-50.5% | $79,634-34.5% |
| Participation rate | 90.3% | 69.2%+21.1pp | 75.0%+15.2pp | 62.5%+27.8pp |
| Annual return | 14.33% | 88.65%-74.3pp | 180.65%-166.3pp | 36.46%-22.1pp |
| Employer contribution / active EE | $1,493 | $3,965-62.3% | $3,689-59.5% | $2,529-41.0% |
| Participant deferral / active EE | $3,789 | $3,834-1.2% | $5,072-25.3% | $3,835-1.2% |
| Admin fee / account holder | $75 | $1,121-93.3% | $8,859-99.2% | $1,002-92.6% |