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 INS. CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,181 | $54,380-9.6% | $68,509-28.2% | $59,632-17.5% |
| Participation rate | 37.7% | 70.2%-32.5pp | 74.7%-37.0pp | 68.7%-31.0pp |
| Annual return | 14.98% | 2.83%+12.1pp | 8.27%+6.7pp | 2041.28%-2026.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,471 | $2,643-6.5% | $3,382-26.9% | $3,192-22.6% |
| Admin fee / account holder | $41 | $3,885-98.9% | $5,275-99.2% | $4,297-99.0% |