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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $526 |
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 | $98,241 | $66,098+48.6% | $101,794-3.5% | $74,304+32.2% |
| Participation rate | 43.6% | 53.8%-10.2pp | 69.2%-25.6pp | 60.3%-16.8pp |
| Annual return | 15.10% | 19.59%-4.5pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $412 | $1,082-61.9% | $2,289-82.0% | $2,241-81.6% |
| Participant deferral / active EE | $2,552 | $2,781-8.3% | $4,084-37.5% | $3,767-32.3% |
| Admin fee / account holder | $64 | $4,146-98.5% | $8,777-99.3% | $2,969-97.9% |