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 | $30,588-76.1% | $53,898-86.5% | $85,563-91.5% |
| Participation rate | 20.9% | 26.3%-5.5pp | 55.0%-34.1pp | 66.0%-45.1pp |
| Annual return | 16.80% | 50.42%-33.6pp | 528.60%-511.8pp | 31.51%-14.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $303 | $848-64.3% | $1,826-83.4% | $4,375-93.1% |
| Admin fee / account holder | $156 | $1,879-91.7% | $2,491-93.7% | $834-81.3% |