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 Service code 15 · EIN 13-3646501 | Recordkeeping | $1,199 |
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 | $41,701 | $62,132-32.9% | $185,823-77.6% | $73,488-43.3% |
| Participation rate | 54.7% | 67.8%-13.1pp | 78.0%-23.3pp | 70.7%-16.0pp |
| Annual return | 17.85% | 20.44%-2.6pp | 35.95%-18.1pp | 28.51%-10.7pp |
| Employer contribution / active EE | $575 | $1,681-65.8% | $4,087-85.9% | $2,270-74.7% |
| Participant deferral / active EE | $3,150 | $3,711-15.1% | $5,632-44.1% | $3,740-15.8% |
| Admin fee / account holder | $56 | $419-86.6% | $9,500-99.4% | $513-89.1% |