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 7-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 | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,140 | $54,237-61.0% | $90,281-76.6% | $67,579-68.7% |
| Participation rate | 65.7% | 68.6%-2.9pp | 73.3%-7.5pp | 71.3%-5.5pp |
| Annual return | 11880.07% | 37.27%+11842.8pp | 78.10%+11802.0pp | 378.56%+11501.5pp |
| Employer contribution / active EE | $1,763 | $1,846-4.5% | $2,854-38.2% | $2,148-17.9% |
| Participant deferral / active EE | $1,125 | $2,625-57.1% | $3,885-71.0% | $3,539-68.2% |
| Admin fee / account holder | $154 | $123+25.1% | $5,351-97.1% | $142+8.5% |