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 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $38,570 | $46,732-17.5% | $156,549-75.4% | $55,167-30.1% |
| Participation rate | 29.5% | 65.8%-36.3pp | 84.0%-54.6pp | 69.0%-39.5pp |
| Annual return | 12.92% | 17.72%-4.8pp | 32.23%-19.3pp | 169.23%-156.3pp |
| Employer contribution / active EE | $162 | $2,105-92.3% | $5,501-97.0% | $1,963-91.7% |
| Participant deferral / active EE | $828 | $2,204-62.4% | $4,871-83.0% | $3,054-72.9% |
| Admin fee / account holder | $45 | $418-89.4% | $13,027-99.7% | $504-91.2% |