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 INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $596 |
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 | $33,090 | $56,629-41.6% | $77,999-57.6% | $55,167-40.0% |
| Participation rate | 45.4% | 73.3%-27.9pp | 75.5%-30.1pp | 69.0%-23.6pp |
| Annual return | 16.49% | 2866.98%-2850.5pp | 425.96%-409.5pp | 169.23%-152.7pp |
| Employer contribution / active EE | $186 | $1,723-89.2% | $2,470-92.5% | $1,963-90.5% |
| Participant deferral / active EE | $1,397 | $2,777-49.7% | $3,497-60.1% | $3,054-54.3% |
| Admin fee / account holder | $143 | $467-69.4% | $5,480-97.4% | $504-71.7% |