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 | $1,932 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,944 | $59,159-34.2% | $159,960-75.7% | $66,914-41.8% |
| Participation rate | 55.7% | 68.1%-12.5pp | 78.0%-22.3pp | 69.8%-14.1pp |
| Annual return | -17.63% | -12.26%-5.4pp | 408.60%-426.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $620 | $1,983-68.7% | $4,226-85.3% | $2,544-75.6% |
| Participant deferral / active EE | $3,511 | $4,395-20.1% | $6,182-43.2% | $4,237-17.1% |
| Admin fee / account holder | $62 | $591-89.5% | $8,698-99.3% | $593-89.6% |