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 INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $77,101 | $38,365+101.0% | $84,611-8.9% | $65,185+18.3% |
| Participation rate | 9.3% | 55.7%-46.4pp | 68.2%-58.9pp | 70.2%-60.9pp |
| Annual return | 21.87% | 32.00%-10.1pp | 258.74%-236.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $310 | $1,258-75.4% | $2,652-88.3% | $2,177-85.8% |
| Participant deferral / active EE | $591 | $2,278-74.1% | $3,899-84.8% | $3,514-83.2% |
| Admin fee / account holder | $39 | $451-91.3% | $4,912-99.2% | $847-95.4% |