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 INS. CO. (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,733 | $56,629-31.6% | $77,999-50.3% | $55,167-29.8% |
| Participation rate | 51.3% | 73.3%-22.0pp | 75.5%-24.2pp | 69.0%-17.7pp |
| Annual return | 10.46% | 2866.98%-2856.5pp | 425.96%-415.5pp | 169.23%-158.8pp |
| Employer contribution / active EE | $361 | $1,723-79.0% | $2,470-85.4% | $1,963-81.6% |
| Participant deferral / active EE | $2,115 | $2,777-23.8% | $3,497-39.5% | $3,054-30.7% |
| Admin fee / account holder | $197 | $467-57.8% | $5,480-96.4% | $504-60.9% |