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 INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $623 |
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 | $21,972 | $55,453-60.4% | $170,442-87.1% | $62,292-64.7% |
| Participation rate | 60.9% | 66.4%-5.5pp | 83.6%-22.7pp | 69.5%-8.6pp |
| Annual return | 24.45% | 21.38%+3.1pp | 205.93%-181.5pp | 28.90%-4.4pp |
| Employer contribution / active EE | $1,923 | $2,164-11.1% | $5,433-64.6% | $2,042-5.8% |
| Participant deferral / active EE | $2,730 | $2,303+18.6% | $4,939-44.7% | $3,169-13.9% |
| Admin fee / account holder | $16 | $455-96.4% | $13,880-99.9% | $479-96.6% |