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 | $2,300 |
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 | $49,768 | $31,741+56.8% | $56,411-11.8% | $199,593-75.1% |
| Participation rate | 30.8% | 32.3%-1.5pp | 52.5%-21.7pp | 72.0%-41.2pp |
| Annual return | 17.59% | 14.72%+2.9pp | 1701.33%-1683.7pp | 34.25%-16.7pp |
| Employer contribution / active EE | $615 | $508+21.1% | $1,039-40.8% | $3,034-79.7% |
| Participant deferral / active EE | $1,777 | $1,184+50.1% | $1,952-9.0% | $5,087-65.1% |
| Admin fee / account holder | $297 | $426-30.4% | $2,829-89.5% | $269+10.4% |