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. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,697 | $47,977-63.1% | $154,107-88.5% | $56,287-68.6% |
| Participation rate | 59.2% | 66.2%-7.0pp | 83.0%-23.9pp | 69.9%-10.7pp |
| Annual return | 8.70% | 3.54%+5.2pp | 735.12%-726.4pp | -9.96%+18.7pp |
| Employer contribution / active EE | $550 | $2,169-74.7% | $5,298-89.6% | $2,111-74.0% |
| Participant deferral / active EE | $1,357 | $2,392-43.3% | $5,081-73.3% | $3,350-59.5% |
| Admin fee / account holder | $46 | $438-89.4% | $13,411-99.7% | $521-91.1% |