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 | Recordkeeping | $570 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,457 | $63,924-10.1% | $108,579-47.1% | $55,167+4.2% |
| Participation rate | 72.3% | 74.3%-2.0pp | 79.6%-7.3pp | 69.0%+3.3pp |
| Annual return | 6.39% | 15.31%-8.9pp | -51.70%+58.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | -$9 | $1,879-100.5% | $3,758-100.2% | $1,963-100.5% |
| Participant deferral / active EE | $2,661 | $3,067-13.2% | $4,311-38.3% | $3,054-12.9% |
| Admin fee / account holder | $503 | $618-18.6% | $7,645-93.4% | $504-0.3% |