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. Service code 13 · EIN 01-0233346 | Contract Administrator | $444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,469 | $28,109+68.9% | $71,086-33.2% | $56,287-15.7% |
| Participation rate | 30.4% | 40.4%-10.0pp | 54.7%-24.3pp | 69.9%-39.5pp |
| Annual return | -5.20% | -615.05%+609.9pp | 650.59%-655.8pp | -9.96%+4.8pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,431 | $1,116+28.2% | $1,874-23.7% | $3,350-57.3% |
| Admin fee / account holder | $507 | $585-13.3% | $3,082-83.5% | $521-2.6% |