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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $293 |
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 | $26,539 | $58,694-54.8% | $142,863-81.4% | $85,850-69.1% |
| Participation rate | 53.8% | 58.5%-4.6pp | 71.9%-18.1pp | 69.3%-15.5pp |
| Annual return | 12.00% | 27.72%-15.7pp | 5637.54%-5625.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $799 | $1,423-43.9% | $4,144-80.7% | $2,565-68.9% |
| Participant deferral / active EE | $1,107 | $2,607-57.6% | $3,837-71.2% | $3,952-72.0% |
| Admin fee / account holder | $265 | $4,239-93.7% | $6,560-96.0% | $6,260-95.8% |