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 9-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,358 | $47,922-63.8% | $75,886-77.1% | $65,185-73.4% |
| Participation rate | 32.8% | 63.0%-30.2pp | 69.3%-36.5pp | 70.2%-37.4pp |
| Annual return | 19.19% | 24.12%-4.9pp | 30.76%-11.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $560 | $1,557-64.0% | $2,500-77.6% | $2,177-74.3% |
| Participant deferral / active EE | $1,346 | $2,550-47.2% | $3,603-62.6% | $3,514-61.7% |
| Admin fee / account holder | $183 | $532-65.6% | $5,418-96.6% | $847-78.4% |