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. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,702 | $79,184-32.2% | $102,438-47.6% | $74,546-28.0% |
| Participation rate | 57.5% | 74.8%-17.3pp | 76.5%-19.0pp | 67.2%-9.8pp |
| Annual return | 14.10% | 54.95%-40.8pp | 29.37%-15.3pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $452 | $2,362-80.8% | $3,024-85.0% | $2,624-82.8% |
| Participant deferral / active EE | $3,885 | $4,414-12.0% | $5,054-23.1% | $4,347-10.6% |
| Admin fee / account holder | $24 | $2,001-98.8% | $9,448-99.7% | $1,944-98.8% |