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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 13-3646501 | Recordkeeping | $2,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,393 | $73,360-31.3% | $177,989-71.7% | $74,495-32.4% |
| Participation rate | 48.2% | 66.6%-18.4pp | 77.1%-28.9pp | 67.2%-19.0pp |
| Annual return | 13.66% | 17.49%-3.8pp | 294.48%-280.8pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $585 | $2,216-73.6% | $3,949-85.2% | $2,623-77.7% |
| Participant deferral / active EE | $3,086 | $4,513-31.6% | $6,276-50.8% | $4,346-29.0% |
| Admin fee / account holder | $172 | $1,808-90.5% | $10,363-98.3% | $1,942-91.1% |