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 115 PERIMETER CENTER PL NE · ATLANTA, GA 30346 | Recordkeeping | $422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,590 | $25,302+44.6% | $74,701-51.0% | $67,579-45.9% |
| Participation rate | 48.2% | 37.8%+10.4pp | 54.5%-6.3pp | 71.3%-23.1pp |
| Annual return | 21.52% | 10291.17%-10269.6pp | 752.92%-731.4pp | 378.56%-357.0pp |
| Employer contribution / active EE | $524 | $446+17.5% | $1,084-51.6% | $2,148-75.6% |
| Participant deferral / active EE | $1,474 | $954+54.5% | $1,964-25.0% | $3,539-58.4% |
| Admin fee / account holder | $26 | $108-75.6% | $3,333-99.2% | $142-81.5% |