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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,759 | $59,186-56.5% | $76,768-66.4% | $56,287-54.2% |
| Participation rate | 55.0% | 75.2%-20.2pp | 77.0%-22.0pp | 69.9%-14.9pp |
| Annual return | -6.94% | 6.62%-13.6pp | 2.43%-9.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $840 | $1,759-52.3% | $2,485-66.2% | $2,111-60.2% |
| Participant deferral / active EE | $1,694 | $3,255-48.0% | $3,852-56.0% | $3,350-49.4% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |