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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,149 | $55,453-72.7% | $170,442-91.1% | $62,292-75.7% |
| Participation rate | 62.6% | 66.4%-3.8pp | 83.6%-21.0pp | 69.5%-7.0pp |
| Annual return | 13.21% | 21.38%-8.2pp | 205.93%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,301 | $2,164-39.9% | $5,433-76.1% | $2,042-36.3% |
| Participant deferral / active EE | $1,197 | $2,303-48.0% | $4,939-75.8% | $3,169-62.2% |
| Admin fee / account holder | $23 | $455-94.9% | $13,880-99.8% | $479-95.1% |