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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,926 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,400 |
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.
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 | $27,508 | $75,284-63.5% | $91,001-69.8% | $69,631-60.5% |
| Participation rate | 56.1% | 80.4%-24.3pp | 75.6%-19.5pp | 70.7%-14.5pp |
| Annual return | 15.47% | 48.40%-32.9pp | 4.60%+10.9pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $693 | $2,473-72.0% | $2,456-71.8% | $2,032-65.9% |
| Participant deferral / active EE | $1,804 | $3,700-51.2% | $3,547-49.1% | $3,224-44.0% |
| Admin fee / account holder | $16 | $111-85.7% | $5,417-99.7% | $110-85.7% |