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 | $2,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,453 | $65,390-32.0% | $169,368-73.8% | $71,457-37.8% |
| Participation rate | 50.8% | 67.0%-16.1pp | 77.1%-26.3pp | 67.9%-17.1pp |
| Annual return | 14.09% | 21.31%-7.2pp | 405.60%-391.5pp | 28.85%-14.8pp |
| Employer contribution / active EE | $589 | $2,079-71.7% | $4,013-85.3% | $2,588-77.2% |
| Participant deferral / active EE | $3,239 | $4,367-25.8% | $6,221-47.9% | $4,289-24.5% |
| Admin fee / account holder | $99 | $1,324-92.5% | $9,003-98.9% | $1,587-93.8% |