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 COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,761 | $61,272-20.4% | $149,673-67.4% | $71,457-31.8% |
| Participation rate | 25.1% | 62.5%-37.4pp | 78.8%-53.7pp | 67.9%-42.8pp |
| Annual return | 25.23% | 35.85%-10.6pp | 134.42%-109.2pp | 28.85%-3.6pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,882 | $2,917-1.2% | $5,680-49.3% | $4,289-32.8% |
| Admin fee / account holder | $27 | $1,261-97.9% | $13,210-99.8% | $1,587-98.3% |