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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $266 |
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.
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 | $42,599 | $52,884-19.4% | $84,750-49.7% | $55,167-22.8% |
| Participation rate | 38.7% | 67.5%-28.8pp | 76.6%-37.9pp | 69.0%-30.3pp |
| Annual return | 6.10% | 18.03%-11.9pp | 22.78%-16.7pp | 169.23%-163.1pp |
| Employer contribution / active EE | $142 | $2,233-93.6% | $3,574-96.0% | $1,963-92.8% |
| Participant deferral / active EE | $1,361 | $2,644-48.5% | $3,712-63.3% | $3,054-55.4% |
| Admin fee / account holder | $18 | $581-96.9% | $5,332-99.7% | $504-96.4% |