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 1 WINTHROP SQUARE · BOSTON, MA 02110 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,987 | $64,909-69.2% | $82,313-75.7% | $62,292-67.9% |
| Participation rate | 64.4% | 74.9%-10.4pp | 76.9%-12.4pp | 69.5%-5.1pp |
| Annual return | 24.07% | 21.18%+2.9pp | 25.88%-1.8pp | 28.90%-4.8pp |
| Employer contribution / active EE | $2,340 | $1,676+39.6% | $2,428-3.6% | $2,042+14.6% |
| Participant deferral / active EE | $4,438 | $3,103+43.0% | $3,706+19.7% | $3,169+40.0% |
| Admin fee / account holder | $98 | $440-77.7% | $5,608-98.3% | $479-79.6% |