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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,911 | $55,415+0.9% | $155,509-64.0% | $74,495-24.9% |
| Participation rate | 31.8% | 61.9%-30.1pp | 78.2%-46.4pp | 67.2%-35.4pp |
| Annual return | 18.40% | 268.50%-250.1pp | 64.67%-46.3pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $15 | $2,267-99.3% | $4,672-99.7% | $2,623-99.4% |
| Participant deferral / active EE | $3,538 | $2,836+24.8% | $5,626-37.1% | $4,346-18.6% |
| Admin fee / account holder | $16 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |