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 | $428 |
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 | $41,131 | $35,986+14.3% | $77,482-46.9% | $73,488-44.0% |
| Participation rate | 51.9% | 40.8%+11.1pp | 54.2%-2.3pp | 70.7%-18.8pp |
| Annual return | 16.00% | 19.26%-3.3pp | 54.79%-38.8pp | 28.51%-12.5pp |
| Employer contribution / active EE | $50 | $557-91.1% | $986-95.0% | $2,270-97.8% |
| Participant deferral / active EE | $950 | $1,198-20.7% | $1,861-49.0% | $3,740-74.6% |
| Admin fee / account holder | $30 | $466-93.6% | $2,858-99.0% | $513-94.2% |