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 |
|---|---|---|
Service code 15 · EIN 13-3646501 197 CLARENDON STREET · BOSTON, MA 02117 | Recordkeeping | $414 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. NY Service code 15 | Recordkeeping | $0 |
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 | $22,284 | $43,411-48.7% | $94,993-76.5% | $69,631-68.0% |
| Participation rate | 66.8% | 64.4%+2.4pp | 73.9%-7.1pp | 70.7%-3.9pp |
| Annual return | 30.01% | 22.54%+7.5pp | 27.12%+2.9pp | 27571.02%-27541.0pp |
| Employer contribution / active EE | $1,912 | $1,202+59.1% | $2,603-26.6% | $2,032-5.9% |
| Participant deferral / active EE | $3,342 | $2,384+40.2% | $3,317+0.7% | $3,224+3.7% |
| Admin fee / account holder | -$6 | $87-106.9% | $4,960-100.1% | $110-105.4% |