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 INSURACE CO.(USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,175 | $50,637-54.2% | $86,590-73.2% | $62,292-62.8% |
| Participation rate | 63.7% | 67.9%-4.1pp | 73.5%-9.8pp | 69.5%-5.8pp |
| Annual return | 18.27% | 20.80%-2.5pp | 964.84%-946.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $700 | $2,075-66.3% | $2,839-75.3% | $2,042-65.7% |
| Participant deferral / active EE | $1,317 | $2,611-49.5% | $3,609-63.5% | $3,169-58.4% |
| Admin fee / account holder | $225 | $413-45.6% | $4,906-95.4% | $479-53.1% |