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 | Recordkeeping | $2,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $67,009 | $99,957-33.0% | $149,696-55.2% | $73,488-8.8% |
| Participation rate | 56.0% | 75.7%-19.7pp | 82.5%-26.5pp | 70.7%-14.7pp |
| Annual return | 8.01% | 53.87%-45.9pp | 276.60%-268.6pp | 28.51%-20.5pp |
| Employer contribution / active EE | $3,644 | $3,191+14.2% | $4,644-21.5% | $2,270+60.5% |
| Participant deferral / active EE | $6,299 | $6,073+3.7% | $6,842-7.9% | $3,740+68.5% |
| Admin fee / account holder | $439 | $551-20.4% | $9,309-95.3% | $513-14.5% |