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 CONPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $75,974 | $66,302+14.6% | $110,238-31.1% | $56,287+35.0% |
| Participation rate | 45.5% | 74.9%-29.4pp | 79.8%-34.3pp | 69.9%-24.3pp |
| Annual return | -7.94% | -1.18%-6.8pp | 314.74%-322.7pp | -9.96%+2.0pp |
| Employer contribution / active EE | $992 | $2,047-51.5% | $3,826-74.1% | $2,111-53.0% |
| Participant deferral / active EE | $2,212 | $3,381-34.6% | $4,672-52.6% | $3,350-34.0% |
| Admin fee / account holder | $459 | $698-34.4% | $8,547-94.6% | $521-12.0% |