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 | $220 |
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 | $52,102 | $58,726-11.3% | $92,233-43.5% | $62,292-16.4% |
| Participation rate | 32.4% | 68.3%-36.0pp | 76.5%-44.1pp | 69.5%-37.2pp |
| Annual return | 15.94% | 43.62%-27.7pp | 176.28%-160.3pp | 28.90%-13.0pp |
| Employer contribution / active EE | $141 | $2,392-94.1% | $3,679-96.2% | $2,042-93.1% |
| Participant deferral / active EE | $1,280 | $2,766-53.7% | $3,897-67.1% | $3,169-59.6% |
| Admin fee / account holder | $18 | $556-96.9% | $5,194-99.7% | $479-96.3% |