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 INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $82,331 | $48,046+71.4% | $84,611-2.7% | $72,985+12.8% |
| Participation rate | 23.0% | 57.6%-34.6pp | 68.2%-45.2pp | 69.5%-46.5pp |
| Annual return | 23.30% | 37.38%-14.1pp | 258.74%-235.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $954 | $1,602-40.5% | $2,652-64.0% | $2,440-60.9% |
| Participant deferral / active EE | $1,539 | $2,680-42.6% | $3,899-60.5% | $3,607-57.3% |
| Admin fee / account holder | $37 | $3,395-98.9% | $4,912-99.2% | $5,124-99.3% |