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 USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,077 | $50,199-75.9% | $70,092-82.8% | $66,914-82.0% |
| Participation rate | 40.9% | 66.3%-25.4pp | 70.5%-29.5pp | 69.8%-28.9pp |
| Annual return | -18.45% | -13.85%-4.6pp | 190.73%-209.2pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,118 | $1,864-40.0% | $2,559-56.3% | $2,544-56.0% |
| Participant deferral / active EE | $1,691 | $3,112-45.6% | $3,849-56.1% | $4,237-60.1% |
| Admin fee / account holder | $137 | $600-77.2% | $6,267-97.8% | $593-77.0% |