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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $878 |
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 | $37,935 | $29,516+28.5% | $77,482-51.0% | $90,288-58.0% |
| Participation rate | 16.7% | 33.7%-16.9pp | 54.2%-37.4pp | 73.4%-56.6pp |
| Annual return | 17.65% | 231.18%-213.5pp | 54.79%-37.1pp | 53.97%-36.3pp |
| Employer contribution / active EE | $266 | $381-30.1% | $986-73.0% | $2,524-89.5% |
| Participant deferral / active EE | $456 | $944-51.7% | $1,861-75.5% | $4,232-89.2% |
| Admin fee / account holder | $138 | $106+30.3% | $2,858-95.2% | $114+20.9% |