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 | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,757 | $71,883-50.3% | $86,677-58.7% | $68,494-47.8% |
| Participation rate | 51.9% | 72.2%-20.4pp | 76.6%-24.7pp | 67.9%-16.0pp |
| Annual return | -13.67% | 3.52%-17.2pp | 35.91%-49.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,296 | $2,173-40.3% | $2,836-54.3% | $2,596-50.1% |
| Participant deferral / active EE | $2,585 | $3,779-31.6% | $4,656-44.5% | $4,027-35.8% |
| Admin fee / account holder | $6 | $6,112-99.9% | $7,493-99.9% | $5,403-99.9% |