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 | Recordkeeping | $632 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,037 | $73,102-63.0% | $123,544-78.1% | $56,287-52.0% |
| Participation rate | 63.4% | 74.3%-10.9pp | 82.3%-18.9pp | 69.9%-6.4pp |
| Annual return | -4.52% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $744 | $2,977-75.0% | $4,628-83.9% | $2,111-64.7% |
| Participant deferral / active EE | $4,066 | $5,423-25.0% | $6,426-36.7% | $3,350+21.4% |
| Admin fee / account holder | $239 | $554-56.9% | $9,284-97.4% | $521-54.2% |