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 Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $98,807 | $51,244+92.8% | $80,975+22.0% | $55,167+79.1% |
| Participation rate | 68.4% | 71.7%-3.3pp | 75.8%-7.4pp | 69.0%-0.6pp |
| Annual return | 7.90% | 17.39%-9.5pp | 17.10%-9.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $2,451 | $1,770+38.4% | $3,714-34.0% | $1,963+24.9% |
| Participant deferral / active EE | $4,333 | $4,418-1.9% | $5,696-23.9% | $3,054+41.9% |
| Admin fee / account holder | $43 | $398-89.2% | $5,516-99.2% | $504-91.5% |