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 COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
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 | $51,185 | $72,994-29.9% | $120,368-57.5% | $77,671-34.1% |
| Participation rate | 90.7% | 55.2%+35.5pp | 71.9%+18.8pp | 70.6%+20.1pp |
| Annual return | 21.06% | 18.23%+2.8pp | 107.26%-86.2pp | 31.21%-10.2pp |
| Employer contribution / active EE | $1,446 | $1,793-19.4% | $3,465-58.3% | $2,726-47.0% |
| Participant deferral / active EE | $2,718 | $3,011-9.7% | $4,991-45.6% | $4,648-41.5% |
| Admin fee / account holder | $173 | $658-73.7% | $9,429-98.2% | $430-59.8% |