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 | $386 |
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 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 | $21,975 | $39,819-44.8% | $67,834-67.6% | $57,658-61.9% |
| Participation rate | 27.0% | 61.2%-34.2pp | 68.8%-41.8pp | 70.2%-43.2pp |
| Annual return | 7.18% | 9.19%-2.0pp | 138.47%-131.3pp | 5.13%+2.0pp |
| Employer contribution / active EE | $322 | $1,277-74.7% | $2,403-86.6% | $1,974-83.7% |
| Participant deferral / active EE | $620 | $2,209-72.0% | $3,160-80.4% | $3,061-79.8% |
| Admin fee / account holder | $17 | $84-79.8% | $4,622-99.6% | $95-82.1% |