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 Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $99,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,867 | $62,624-15.6% | $177,989-70.3% | $77,643-31.9% |
| Participation rate | 52.6% | 66.8%-14.2pp | 77.1%-24.4pp | 70.6%-17.9pp |
| Annual return | 15.73% | 16.16%-0.4pp | 294.48%-278.7pp | 31.24%-15.5pp |
| Employer contribution / active EE | $849 | $1,909-55.6% | $3,949-78.5% | $2,726-68.9% |
| Participant deferral / active EE | $2,650 | $4,219-37.2% | $6,276-57.8% | $4,647-43.0% |
| Admin fee / account holder | $280 | $386-27.4% | $10,363-97.3% | $430-34.9% |