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 | $1,382 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,707 | $80,177-80.4% | $123,892-87.3% | $57,658-72.8% |
| Participation rate | 61.3% | 74.4%-13.1pp | 81.4%-20.1pp | 70.2%-8.9pp |
| Annual return | 7.05% | 17.90%-10.9pp | 47.52%-40.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,426 | $2,913-16.7% | $4,617-47.5% | $1,974+22.9% |
| Participant deferral / active EE | $616 | $5,130-88.0% | $5,984-89.7% | $3,061-79.9% |
| Admin fee / account holder | $32 | $106-70.0% | $8,357-99.6% | $95-66.3% |