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 INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,693 | $41,647+69.7% | $96,139-26.5% | $86,799-18.6% |
| Participation rate | 9.8% | 50.2%-40.4pp | 68.4%-58.6pp | 72.3%-62.4pp |
| Annual return | 14.66% | 27.24%-12.6pp | 191.94%-177.3pp | 97.91%-83.2pp |
| Employer contribution / active EE | $337 | $1,318-74.4% | $2,797-88.0% | $2,405-86.0% |
| Participant deferral / active EE | $612 | $2,412-74.6% | $4,349-85.9% | $4,131-85.2% |
| Admin fee / account holder | $20 | $169-88.1% | $5,537-99.6% | $170-88.2% |