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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,914 | $80,177-34.0% | $123,892-57.3% | $57,658-8.2% |
| Participation rate | 27.9% | 74.4%-46.5pp | 81.4%-53.5pp | 70.2%-42.3pp |
| Annual return | 9.68% | 17.90%-8.2pp | 47.52%-37.8pp | 5.13%+4.5pp |
| Employer contribution / active EE | $959 | $2,913-67.1% | $4,617-79.2% | $1,974-51.4% |
| Participant deferral / active EE | $1,844 | $5,130-64.1% | $5,984-69.2% | $3,061-39.7% |
| Admin fee / account holder | $273 | $106+156.7% | $8,357-96.7% | $95+188.6% |