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 | $824 |
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).
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 | $30,454 | $30,086+1.2% | $61,373-50.4% | $64,808-53.0% |
| Participation rate | 22.1% | 36.4%-14.2pp | 52.6%-30.4pp | 71.5%-49.3pp |
| Annual return | -18.81% | -13.99%-4.8pp | 338.61%-357.4pp | 32.82%-51.6pp |
| Employer contribution / active EE | $406 | $536-24.4% | $1,159-65.0% | $2,506-83.8% |
| Participant deferral / active EE | $731 | $1,126-35.1% | $2,125-65.6% | $4,310-83.0% |
| Admin fee / account holder | $133 | $148-10.3% | $2,130-93.8% | $188-29.3% |