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 | $106,041 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,166 | $101,317-22.8% | $146,958-46.8% | $74,495+4.9% |
| Participation rate | 67.1% | 75.5%-8.5pp | 82.2%-15.1pp | 67.2%-0.1pp |
| Annual return | 19.85% | 8730.91%-8711.1pp | 418.34%-398.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $74 | $3,810-98.1% | $4,933-98.5% | $2,623-97.2% |
| Participant deferral / active EE | $11,684 | $7,303+60.0% | $8,070+44.8% | $4,346+168.9% |
| Admin fee / account holder | $478 | $1,739-72.5% | $12,998-96.3% | $1,942-75.4% |