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 Service code 15 · EIN 01-0233346 | Recordkeeping | $720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,757 | $65,376-72.8% | $87,100-79.6% | $65,185-72.8% |
| Participation rate | 49.3% | 75.3%-26.0pp | 76.9%-27.6pp | 70.2%-20.9pp |
| Annual return | 48.44% | 31.27%+17.2pp | 28.19%+20.2pp | 29.38%+19.1pp |
| Employer contribution / active EE | $1,105 | $1,822-39.4% | $2,521-56.2% | $2,177-49.2% |
| Participant deferral / active EE | $1,863 | $3,388-45.0% | $4,049-54.0% | $3,514-47.0% |
| Admin fee / account holder | $246 | $520-52.8% | $7,497-96.7% | $847-71.0% |