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 Service code 15 · EIN 01-0233346 | Recordkeeping | $266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,298 | $62,127-15.8% | $81,382-35.7% | $74,495-29.8% |
| Participation rate | 61.3% | 64.0%-2.8pp | 69.5%-8.2pp | 67.2%-6.0pp |
| Annual return | 14.06% | 16.48%-2.4pp | 24.73%-10.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,988 | $1,882+5.6% | $2,463-19.3% | $2,623-24.2% |
| Participant deferral / active EE | $3,753 | $3,229+16.2% | $3,883-3.4% | $4,346-13.7% |
| Admin fee / account holder | $233 | $1,934-88.0% | $5,768-96.0% | $1,942-88.0% |