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 | $766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $51,906 | $65,118-20.3% | $76,768-32.4% | $55,725-6.9% |
| Participation rate | 33.4% | 79.6%-46.2pp | 77.0%-43.5pp | 70.9%-37.4pp |
| Annual return | 3.47% | -1.27%+4.7pp | 2.43%+1.0pp | 244.93%-241.5pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,534 | $3,688-31.3% | $3,852-34.2% | $3,356-24.5% |
| Admin fee / account holder | $18 | $116-84.6% | $6,675-99.7% | $115-84.5% |