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 | $2,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $74,844 | $101,317-26.1% | $146,958-49.1% | $74,495+0.5% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.6pp | 67.2%-10.7pp |
| Annual return | 10.67% | 8730.91%-8720.2pp | 418.34%-407.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,009 | $3,810-47.3% | $4,933-59.3% | $2,623-23.4% |
| Participant deferral / active EE | $4,579 | $7,303-37.3% | $8,070-43.3% | $4,346+5.4% |
| Admin fee / account holder | $255 | $1,739-85.3% | $12,998-98.0% | $1,942-86.8% |