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 CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $614 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,222 | $81,474-49.4% | $133,956-69.2% | $73,488-43.9% |
| Participation rate | 77.0% | 76.4%+0.7pp | 79.8%-2.8pp | 70.7%+6.3pp |
| Annual return | 17.31% | 19.40%-2.1pp | 45.09%-27.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,319 | $2,209-40.3% | $3,919-66.4% | $2,270-41.9% |
| Participant deferral / active EE | $3,485 | $3,786-8.0% | $5,048-31.0% | $3,740-6.8% |
| Admin fee / account holder | $26 | $713-96.3% | $8,927-99.7% | $513-94.9% |