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 6-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 | $9,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,303 | $27,243-73.2% | $52,425-86.1% | $79,634-90.8% |
| Participation rate | 20.9% | 22.4%-1.6pp | 55.6%-34.8pp | 62.5%-41.6pp |
| Annual return | 16.80% | 63.36%-46.6pp | 302.12%-285.3pp | 36.46%-19.7pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $303 | $636-52.4% | $1,790-83.1% | $3,835-92.1% |
| Admin fee / account holder | $156 | $2,105-92.6% | $2,495-93.8% | $1,002-84.5% |