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 | $27,595 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,698 | $69,477-40.0% | $94,646-55.9% | $71,457-41.6% |
| Participation rate | 55.8% | 78.4%-22.7pp | 80.8%-25.0pp | 67.9%-12.1pp |
| Annual return | 20.93% | 29.66%-8.7pp | 156.71%-135.8pp | 28.85%-7.9pp |
| Employer contribution / active EE | $1,440 | $2,853-49.5% | $3,672-60.8% | $2,588-44.4% |
| Participant deferral / active EE | $2,737 | $7,345-62.7% | $7,418-63.1% | $4,289-36.2% |
| Admin fee / account holder | $241 | $1,210-80.1% | $7,231-96.7% | $1,587-84.8% |