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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $399 |
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 | $32,926 | $32,117+2.5% | $71,086-53.7% | $64,186-48.7% |
| Participation rate | 62.8% | 42.7%+20.1pp | 54.7%+8.1pp | 69.6%-6.8pp |
| Annual return | -0.76% | -5.57%+4.8pp | 650.59%-651.3pp | 7.63%-8.4pp |
| Employer contribution / active EE | $932 | $712+30.8% | $1,088-14.3% | $2,381-60.9% |
| Participant deferral / active EE | $2,962 | $1,263+134.5% | $1,874+58.0% | $3,470-14.6% |
| Admin fee / account holder | $17 | $2,759-99.4% | $3,082-99.4% | $4,888-99.6% |