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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,151 | $65,435-43.2% | $86,677-57.1% | $66,914-44.5% |
| Participation rate | 45.4% | 75.5%-30.1pp | 76.6%-31.2pp | 69.8%-24.4pp |
| Annual return | -17.18% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $909 | $2,153-57.8% | $2,836-68.0% | $2,544-64.3% |
| Participant deferral / active EE | $1,721 | $4,100-58.0% | $4,656-63.0% | $4,237-59.4% |
| Admin fee / account holder | $267 | $642-58.5% | $7,493-96.4% | $593-55.1% |