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. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $52 |
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.
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 | $61,979 | $86,332-28.2% | $125,175-50.5% | $65,185-4.9% |
| Participation rate | 29.1% | 75.3%-46.3pp | 79.8%-50.7pp | 70.2%-41.1pp |
| Annual return | 21.55% | 27.43%-5.9pp | 43.79%-22.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,155 | $2,040-43.4% | $3,865-70.1% | $2,177-46.9% |
| Participant deferral / active EE | $1,455 | $3,537-58.9% | $4,937-70.5% | $3,514-58.6% |
| Admin fee / account holder | $261 | $609-57.2% | $9,702-97.3% | $847-69.2% |