See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $11,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,589 | $53,136-50.0% | $155,509-82.9% | $199,593-86.7% |
| Participation rate | 19.8% | 64.1%-44.3pp | 78.2%-58.4pp | 72.0%-52.2pp |
| Annual return | 15.72% | 41.15%-25.4pp | 64.67%-48.9pp | 34.25%-18.5pp |
| Employer contribution / active EE | $78 | $1,851-95.8% | $4,672-98.3% | $3,034-97.4% |
| Participant deferral / active EE | $1,232 | $3,161-61.0% | $5,626-78.1% | $5,087-75.8% |
| Admin fee / account holder | $201 | $185+8.4% | $15,912-98.7% | $269-25.3% |