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 Service code 15 · EIN 13-3646501 | Recordkeeping | $330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,153 | $70,667-61.6% | $123,104-77.9% | $52,331-48.1% |
| Participation rate | 69.8% | 83.7%-13.9pp | 86.8%-16.9pp | 68.1%+1.7pp |
| Annual return | -1.07% | 6.23%-7.3pp | 13.22%-14.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,121 | $2,946-61.9% | $5,151-78.2% | $1,882-40.4% |
| Participant deferral / active EE | $2,859 | $4,493-36.4% | $6,230-54.1% | $3,022-5.4% |
| Admin fee / account holder | $7 | $506-98.6% | $9,015-99.9% | $592-98.8% |