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 9-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 | $396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,137 | $80,753-50.3% | $136,294-70.6% | $62,292-35.6% |
| Participation rate | 46.9% | 73.5%-26.6pp | 81.9%-35.0pp | 69.5%-22.6pp |
| Annual return | 21.09% | 35.83%-14.7pp | 5155.94%-5134.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $325 | $2,884-88.7% | $4,695-93.1% | $2,042-84.1% |
| Participant deferral / active EE | $2,874 | $5,164-44.4% | $6,247-54.0% | $3,169-9.3% |
| Admin fee / account holder | $99 | $525-81.1% | $9,243-98.9% | $479-79.3% |