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 | $120 |
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 | $49,529 | $36,916+34.2% | $156,549-68.4% | $57,658-14.1% |
| Participation rate | 21.3% | 63.4%-42.2pp | 84.0%-62.8pp | 70.2%-49.0pp |
| Annual return | 6.88% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.7pp |
| Employer contribution / active EE | $86 | $1,571-94.5% | $5,501-98.4% | $1,974-95.7% |
| Participant deferral / active EE | $2,058 | $1,926+6.9% | $4,871-57.7% | $3,061-32.8% |
| Admin fee / account holder | $190 | $82+130.8% | $13,027-98.5% | $95+101.4% |