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 8-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 COMP;AN Service code 15 · EIN 01-0233346 | Recordkeeping | $1,775 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,832 | $40,385-70.7% | $80,569-85.3% | $74,419-84.1% |
| Participation rate | 17.1% | 47.4%-30.3pp | 67.0%-49.9pp | 70.7%-53.6pp |
| Annual return | 22.97% | 164.85%-141.9pp | 935.43%-912.5pp | 34.38%-11.4pp |
| Employer contribution / active EE | $676 | $1,496-54.8% | $2,723-75.2% | $2,637-74.4% |
| Participant deferral / active EE | $1,244 | $2,674-53.5% | $4,447-72.0% | $4,528-72.5% |
| Admin fee / account holder | $25 | $720-96.5% | $5,377-99.5% | $348-92.7% |