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 | $644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $32,286 | $55,453-41.8% | $170,442-81.1% | $62,292-48.2% |
| Participation rate | 51.1% | 66.4%-15.3pp | 83.6%-32.5pp | 69.5%-18.4pp |
| Annual return | 12.39% | 21.38%-9.0pp | 205.93%-193.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $898 | $2,164-58.5% | $5,433-83.5% | $2,042-56.0% |
| Participant deferral / active EE | $1,835 | $2,303-20.3% | $4,939-62.8% | $3,169-42.1% |
| Admin fee / account holder | $111 | $455-75.6% | $13,880-99.2% | $479-76.8% |