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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,313 | $60,165-56.3% | $74,183-64.5% | $55,167-52.3% |
| Participation rate | 55.7% | 74.2%-18.5pp | 76.6%-21.0pp | 69.0%-13.3pp |
| Annual return | 7.45% | 10.00%-2.5pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $857 | $1,600-46.4% | $2,370-63.8% | $1,963-56.3% |
| Participant deferral / active EE | $1,294 | $2,973-56.5% | $3,550-63.5% | $3,054-57.6% |
| Admin fee / account holder | $152 | $419-63.8% | $5,586-97.3% | $504-69.9% |