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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $3,566 |
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 | $67,294 | $407,990-83.5% | $121,196-44.5% | $75,289-10.6% |
| Participation rate | 20.6% | 59.5%-38.9pp | 71.7%-51.1pp | 72.4%-51.8pp |
| Annual return | -5.15% | 2.93%-8.1pp | 16.93%-22.1pp | -0.04%-5.1pp |
| Employer contribution / active EE | $839 | $1,846-54.6% | $4,022-79.1% | $2,405-65.1% |
| Participant deferral / active EE | $1,129 | $2,201-48.7% | $3,344-66.2% | $3,739-69.8% |
| Admin fee / account holder | $9 | $455-98.1% | $5,019-99.8% | $102-91.6% |