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 | $700 |
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 | $28,449 | $46,732-39.1% | $156,549-81.8% | $55,167-48.4% |
| Participation rate | 52.9% | 65.8%-12.9pp | 84.0%-31.1pp | 69.0%-16.1pp |
| Annual return | 6.80% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,025 | $2,105-51.3% | $5,501-81.4% | $1,963-47.8% |
| Participant deferral / active EE | $2,079 | $2,204-5.7% | $4,871-57.3% | $3,054-31.9% |
| Admin fee / account holder | $102 | $418-75.7% | $13,027-99.2% | $504-79.8% |