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 01-0233346 | Recordkeeping | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,087 | $45,283-42.4% | $155,790-83.3% | $52,331-50.1% |
| Participation rate | 38.6% | 62.2%-23.6pp | 76.1%-37.5pp | 68.1%-29.5pp |
| Annual return | -0.01% | 1.80%-1.8pp | 71.54%-71.5pp | 4.54%-4.5pp |
| Employer contribution / active EE | $279 | $1,329-79.0% | $3,836-92.7% | $1,882-85.1% |
| Participant deferral / active EE | $1,372 | $2,854-51.9% | $4,797-71.4% | $3,022-54.6% |
| Admin fee / account holder | $6 | $981-99.4% | $7,478-99.9% | $592-99.0% |