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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,416 | $72,492-4.2% | $87,100-20.3% | $72,985-4.9% |
| Participation rate | 52.7% | 72.8%-20.1pp | 76.9%-24.1pp | 69.5%-16.7pp |
| Annual return | 21.27% | 24.46%-3.2pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,995 | $3,270-39.0% | $4,049-50.7% | $3,607-44.7% |
| Admin fee / account holder | $724 | $5,055-85.7% | $7,497-90.3% | $5,124-85.9% |