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 CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $90 |
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 | $32,940 | $31,388+4.9% | $73,545-55.2% | $62,292-47.1% |
| Participation rate | 34.1% | 39.9%-5.7pp | 54.9%-20.8pp | 69.5%-35.4pp |
| Annual return | 16.15% | 25.34%-9.2pp | -15.16%+31.3pp | 28.90%-12.7pp |
| Employer contribution / active EE | $409 | $498-17.8% | $1,219-66.4% | $2,042-80.0% |
| Participant deferral / active EE | $556 | $1,028-46.0% | $1,806-69.2% | $3,169-82.5% |
| Admin fee / account holder | $5 | $299-98.3% | $2,320-99.8% | $479-98.9% |