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 7-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 CO (U.S Service code 15 · EIN 01-0233346 | Recordkeeping | $3,078 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $17,966 | $58,264-69.2% | $86,612-79.3% | $71,457-74.9% |
| Participation rate | 92.0% | 65.0%+27.0pp | 71.7%+20.3pp | 67.9%+24.0pp |
| Annual return | 25.20% | 21.63%+3.6pp | 591.07%-565.9pp | 28.85%-3.6pp |
| Employer contribution / active EE | $827 | $2,574-67.9% | $3,022-72.6% | $2,588-68.1% |
| Participant deferral / active EE | $3,559 | $3,436+3.6% | $4,438-19.8% | $4,289-17.0% |
| Admin fee / account holder | $147 | $1,057-86.1% | $5,614-97.4% | $1,587-90.7% |