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 Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,032 | $30,086-33.4% | $61,373-67.4% | $64,808-69.1% |
| Participation rate | 30.0% | 36.4%-6.3pp | 52.6%-22.5pp | 71.5%-41.4pp |
| Annual return | -17.69% | -13.99%-3.7pp | 338.61%-356.3pp | 32.82%-50.5pp |
| Employer contribution / active EE | $133 | $536-75.2% | $1,159-88.5% | $2,506-94.7% |
| Participant deferral / active EE | $629 | $1,126-44.1% | $2,125-70.4% | $4,310-85.4% |
| Admin fee / account holder | $168 | $148+13.7% | $2,130-92.1% | $188-10.3% |