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 | $1,284 |
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 | $48,516 | $75,388-35.6% | $123,544-60.7% | $55,725-12.9% |
| Participation rate | 28.2% | 75.7%-47.5pp | 82.3%-54.1pp | 70.9%-42.6pp |
| Annual return | -2.20% | 4.48%-6.7pp | 119.20%-121.4pp | 244.93%-247.1pp |
| Employer contribution / active EE | $947 | $3,063-69.1% | $4,628-79.5% | $2,078-54.4% |
| Participant deferral / active EE | $1,971 | $5,651-65.1% | $6,426-69.3% | $3,356-41.2% |
| Admin fee / account holder | $276 | $120+130.7% | $9,284-97.0% | $115+139.8% |