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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $172 |
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 | $27,962 | $47,944-41.7% | $67,834-58.8% | $62,891-55.5% |
| Participation rate | 31.8% | 61.1%-29.3pp | 68.8%-37.0pp | 69.3%-37.5pp |
| Annual return | 5.35% | 11.77%-6.4pp | 138.47%-133.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $74 | $1,562-95.2% | $2,403-96.9% | $2,281-96.7% |
| Participant deferral / active EE | $956 | $2,247-57.5% | $3,160-69.8% | $3,203-70.2% |
| Admin fee / account holder | $206 | $3,712-94.5% | $4,622-95.6% | $4,296-95.2% |