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 | $120 |
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 | $43,085 | $67,411-36.1% | $91,001-52.7% | $70,131-38.6% |
| Participation rate | 31.3% | 71.4%-40.0pp | 75.6%-44.3pp | 69.5%-38.2pp |
| Annual return | 16.07% | -40.16%+56.2pp | 4.60%+11.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,288 | $2,823-54.4% | $3,547-63.7% | $3,332-61.3% |
| Admin fee / account holder | $11 | $4,236-99.7% | $5,417-99.8% | $4,645-99.8% |