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 142010600 | Recordkeeping | $340 |
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 | $36,392 | $52,580-30.8% | $71,671-49.2% | $70,131-48.1% |
| Participation rate | 60.2% | 60.9%-0.6pp | 68.7%-8.5pp | 69.5%-9.3pp |
| Annual return | 20.04% | 20.25%-0.2pp | 20.65%-0.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $299 | $1,616-81.5% | $2,460-87.8% | $2,342-87.2% |
| Participant deferral / active EE | $2,140 | $2,386-10.3% | $3,438-37.8% | $3,332-35.8% |
| Admin fee / account holder | $29 | $3,653-99.2% | $5,558-99.5% | $4,645-99.4% |