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 | Recordkeeping | $78 |
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 | $14,509 | $50,898-71.5% | $171,082-91.5% | $55,167-73.7% |
| Participation rate | 45.5% | 63.3%-17.7pp | 76.7%-31.2pp | 69.0%-23.4pp |
| Annual return | 8.48% | 15.34%-6.9pp | 32.56%-24.1pp | 169.23%-160.7pp |
| Employer contribution / active EE | $972 | $1,433-32.2% | $4,002-75.7% | $1,963-50.5% |
| Participant deferral / active EE | $1,677 | $2,994-44.0% | $4,797-65.0% | $3,054-45.1% |
| Admin fee / account holder | $53 | $500-89.4% | $8,520-99.4% | $504-89.5% |