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 LIVE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $81 |
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 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 | $29,068 | $57,976-49.9% | $62,995-53.9% | $62,292-53.3% |
| Participation rate | 47.2% | 75.9%-28.7pp | 74.8%-27.6pp | 69.5%-22.3pp |
| Annual return | 19.16% | 17.54%+1.6pp | 87.57%-68.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $670 | $2,415-72.3% | $2,759-75.7% | $2,042-67.2% |
| Participant deferral / active EE | $1,684 | $2,956-43.0% | $3,329-49.4% | $3,169-46.9% |
| Admin fee / account holder | $80 | $276-71.0% | $3,600-97.8% | $479-83.3% |