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 USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $496 |
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 | $18,920 | $62,127-69.5% | $81,382-76.8% | $74,495-74.6% |
| Participation rate | 54.1% | 64.0%-9.9pp | 69.5%-15.4pp | 67.2%-13.1pp |
| Annual return | 13.88% | 16.48%-2.6pp | 24.73%-10.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,461 | $1,882-22.4% | $2,463-40.7% | $2,623-44.3% |
| Participant deferral / active EE | $1,887 | $3,229-41.5% | $3,883-51.4% | $4,346-56.6% |
| Admin fee / account holder | $130 | $1,934-93.3% | $5,768-97.7% | $1,942-93.3% |