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 Service code 15 · EIN 01-0233346 | Recordkeeping | $268 |
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 | $91,428 | $61,616+48.4% | $105,722-13.5% | $55,167+65.7% |
| Participation rate | 0.0% | 72.9%-72.9pp | 78.9%-78.9pp | 69.0%-69.0pp |
| Annual return | 6.73% | 11.15%-4.4pp | 12.25%-5.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,385 | $4,213-43.4% | $5,326-55.2% | $3,054-21.9% |
| Admin fee / account holder | $23 | $379-93.9% | $8,308-99.7% | $504-95.4% |