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 Service code 15 · EIN 01-0233346 | Recordkeeping | $264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,115 | $80,753-37.9% | $136,294-63.2% | $62,292-19.5% |
| Participation rate | 68.2% | 73.5%-5.3pp | 81.9%-13.7pp | 69.5%-1.3pp |
| Annual return | 18.48% | 35.83%-17.4pp | 5155.94%-5137.5pp | 28.90%-10.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,939 | $5,164-62.5% | $6,247-69.0% | $3,169-38.8% |
| Admin fee / account holder | $25 | $525-95.3% | $9,243-99.7% | $479-94.9% |