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 | $13,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,262 | $66,457-25.9% | $81,382-39.5% | $77,643-36.6% |
| Participation rate | 52.0% | 68.7%-16.7pp | 69.5%-17.5pp | 70.6%-18.6pp |
| Annual return | 21.52% | 15.93%+5.6pp | 24.73%-3.2pp | 31.24%-9.7pp |
| Employer contribution / active EE | $1,599 | $2,159-26.0% | $2,463-35.1% | $2,726-41.4% |
| Participant deferral / active EE | $3,479 | $3,679-5.4% | $3,883-10.4% | $4,647-25.1% |
| Admin fee / account holder | $290 | $583-50.3% | $5,768-95.0% | $430-32.7% |