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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $43,895 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,039 | $42,353+11.1% | $79,550-40.9% | $64,808-27.4% |
| Participation rate | 29.1% | 64.8%-35.7pp | 69.5%-40.4pp | 71.5%-42.4pp |
| Annual return | -8.28% | -12.24%+4.0pp | 0.16%-8.4pp | 32.82%-41.1pp |
| Employer contribution / active EE | $623 | $1,181-47.2% | $2,413-74.2% | $2,506-75.1% |
| Participant deferral / active EE | $1,203 | $3,170-62.1% | $3,985-69.8% | $4,310-72.1% |
| Admin fee / account holder | $6 | $160-96.0% | $6,832-99.9% | $188-96.6% |