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 8-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 | $221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $13,689 | $42,901-68.1% | $91,220-85.0% | $64,808-78.9% |
| Participation rate | 13.3% | 68.1%-54.9pp | 73.2%-59.9pp | 71.5%-58.2pp |
| Annual return | 20.38% | -13.53%+33.9pp | 114.01%-93.6pp | 32.82%-12.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $2,850-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $574 | $3,501-83.6% | $4,234-86.4% | $4,310-86.7% |
| Admin fee / account holder | $209 | $131+59.2% | $5,420-96.1% | $188+11.1% |