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 15 · EIN 01-0233346 | Recordkeeping | $1,490 |
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 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 | $41,932 | $43,411-3.4% | $94,993-55.9% | $69,631-39.8% |
| Participation rate | 60.6% | 64.4%-3.8pp | 73.9%-13.3pp | 70.7%-10.1pp |
| Annual return | 27.20% | 22.54%+4.7pp | 27.12%+0.1pp | 27571.02%-27543.8pp |
| Employer contribution / active EE | $799 | $1,202-33.5% | $2,603-69.3% | $2,032-60.7% |
| Participant deferral / active EE | $1,973 | $2,384-17.3% | $3,317-40.5% | $3,224-38.8% |
| Admin fee / account holder | $7 | $87-92.5% | $4,960-99.9% | $110-94.1% |