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 CO U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $504 |
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 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 | $57,348 | $73,981-22.5% | $105,722-45.8% | $62,891-8.8% |
| Participation rate | 56.6% | 71.7%-15.1pp | 78.9%-22.3pp | 69.3%-12.7pp |
| Annual return | 5.92% | 17.60%-11.7pp | 12.25%-6.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $952 | $2,856-66.7% | $4,079-76.7% | $2,281-58.2% |
| Participant deferral / active EE | $1,576 | $4,038-61.0% | $5,326-70.4% | $3,203-50.8% |
| Admin fee / account holder | $261 | $5,976-95.6% | $8,308-96.9% | $4,296-93.9% |