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 P O BOX 600 · BUFFALO VILLAGE, NY 142010600 | Recordkeeping | $1,012 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,933 | $54,350-19.2% | $82,719-46.9% | $68,494-35.9% |
| Participation rate | 57.8% | 63.9%-6.1pp | 72.6%-14.7pp | 67.9%-10.1pp |
| Annual return | -17.78% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $177 | $2,218-92.0% | $3,009-94.1% | $2,596-93.2% |
| Participant deferral / active EE | $1,938 | $3,246-40.3% | $4,395-55.9% | $4,027-51.9% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |