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 INS.CO.(U.S.A.) Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,857 | $46,360+11.9% | $147,614-64.9% | $52,331-0.9% |
| Participation rate | 42.3% | 64.9%-22.7pp | 84.6%-42.3pp | 68.1%-25.8pp |
| Annual return | -0.79% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $172 | $2,126-91.9% | $5,564-96.9% | $1,882-90.9% |
| Participant deferral / active EE | $3,887 | $2,258+72.2% | $4,895-20.6% | $3,022+28.6% |
| Admin fee / account holder | $222 | $766-71.0% | $11,611-98.1% | $592-62.5% |