See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $8,162 |
THE BENEFIT PRACTICE5+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $1,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,787 | $88,083-70.7% | $164,813-84.4% | $74,495-65.4% |
| Participation rate | 49.2% | 73.0%-23.8pp | 78.6%-29.4pp | 67.2%-18.0pp |
| Annual return | 21.59% | 17.26%+4.3pp | 69.93%-48.3pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $1,006 | $2,593-61.2% | $4,341-76.8% | $2,623-61.7% |
| Participant deferral / active EE | $2,544 | $4,498-43.4% | $6,031-57.8% | $4,346-41.5% |
| Admin fee / account holder | $91 | $2,234-95.9% | $12,690-99.3% | $1,942-95.3% |