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 Service code 10 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Accounting | $11,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,875 | $54,320-80.0% | $67,652-83.9% | $52,331-79.2% |
| Participation rate | 69.4% | 73.6%-4.2pp | 75.7%-6.2pp | 68.1%+1.3pp |
| Annual return | -2.80% | 6.81%-9.6pp | 6625.04%-6627.8pp | 4.54%-7.3pp |
| Employer contribution / active EE | $734 | $1,544-52.5% | $2,266-67.6% | $1,882-61.0% |
| Participant deferral / active EE | $1,804 | $2,950-38.9% | $3,560-49.3% | $3,022-40.3% |
| Admin fee / account holder | $132 | $527-75.0% | $4,821-97.3% | $592-77.7% |