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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,763 | $33,745+68.2% | $64,105-11.5% | $55,191+2.8% |
| Participation rate | 34.0% | 59.4%-25.3pp | 68.2%-34.1pp | 69.2%-35.1pp |
| Annual return | -1.90% | 4.95%-6.8pp | 791.24%-793.1pp | 10.78%-12.7pp |
| Employer contribution / active EE | $318 | $641-50.4% | $1,820-82.5% | $1,899-83.3% |
| Participant deferral / active EE | $1,766 | $1,929-8.5% | $2,822-37.4% | $3,046-42.0% |
| Admin fee / account holder | $119 | $94+26.2% | $4,499-97.4% | $91+31.2% |