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 | $47,519 |
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 | $62,009 | $64,286-3.5% | $90,951-31.8% | $73,409-15.5% |
| Participation rate | 24.9% | 63.6%-38.6pp | 69.0%-44.1pp | 72.2%-47.2pp |
| Annual return | 15.01% | 21.45%-6.4pp | 134.60%-119.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $711 | $895-20.5% | $2,122-66.5% | $2,234-68.1% |
| Participant deferral / active EE | $1,284 | $2,453-47.6% | $3,373-61.9% | $3,805-66.3% |
| Admin fee / account holder | $7 | $287-97.5% | $5,959-99.9% | $158-95.4% |