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 INSUARNCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,092 |
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 | $39,503 | $65,376-39.6% | $87,100-54.6% | $65,185-39.4% |
| Participation rate | 41.3% | 75.3%-34.0pp | 76.9%-35.5pp | 70.2%-28.9pp |
| Annual return | 17.60% | 31.27%-13.7pp | 28.19%-10.6pp | 29.38%-11.8pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,750 | $3,388-48.4% | $4,049-56.8% | $3,514-50.2% |
| Admin fee / account holder | $19 | $520-96.4% | $7,497-99.7% | $847-97.8% |