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 INSURANC COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,611 | $58,726-76.8% | $92,233-85.2% | $62,292-78.1% |
| Participation rate | 59.0% | 68.3%-9.3pp | 76.5%-17.4pp | 69.5%-10.5pp |
| Annual return | 20.88% | 43.62%-22.7pp | 176.28%-155.4pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,024 | $2,392-57.2% | $3,679-72.2% | $2,042-49.9% |
| Participant deferral / active EE | $1,503 | $2,766-45.7% | $3,897-61.4% | $3,169-52.6% |
| Admin fee / account holder | $12 | $556-97.8% | $5,194-99.8% | $479-97.4% |