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 | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $27,278 | $57,108-52.2% | $94,224-71.0% | $52,331-47.9% |
| Participation rate | 64.2% | 72.9%-8.7pp | 78.8%-14.5pp | 68.1%-3.9pp |
| Annual return | -0.98% | 1.47%-2.5pp | 10.68%-11.7pp | 4.54%-5.5pp |
| Employer contribution / active EE | $426 | $1,735-75.5% | $3,587-88.1% | $1,882-77.4% |
| Participant deferral / active EE | $2,433 | $3,040-20.0% | $4,320-43.7% | $3,022-19.5% |
| Admin fee / account holder | $12 | $546-97.8% | $6,269-99.8% | $592-97.9% |