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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,538 | $56,629-56.7% | $77,999-68.5% | $55,167-55.5% |
| Participation rate | 59.8% | 73.3%-13.6pp | 75.5%-15.8pp | 69.0%-9.2pp |
| Annual return | 8.38% | 2866.98%-2858.6pp | 425.96%-417.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $767 | $1,723-55.5% | $2,470-68.9% | $1,963-60.9% |
| Participant deferral / active EE | $1,855 | $2,777-33.2% | $3,497-47.0% | $3,054-39.3% |
| Admin fee / account holder | -$7 | $467-101.4% | $5,480-100.1% | $504-101.3% |