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 | $146 |
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 | $20,580 | $58,879-65.0% | $178,490-88.5% | $73,488-72.0% |
| Participation rate | 29.0% | 66.2%-37.3pp | 81.9%-53.0pp | 70.7%-41.7pp |
| Annual return | 14.46% | 24.86%-10.4pp | 151.07%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,383 | $2,567-46.1% | $5,202-73.4% | $3,740-63.0% |
| Admin fee / account holder | $82 | $400-79.6% | $13,984-99.4% | $513-84.1% |