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 | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,563 | $54,590-77.0% | $81,930-84.7% | $73,488-82.9% |
| Participation rate | 66.0% | 68.3%-2.3pp | 72.0%-6.0pp | 70.7%-4.6pp |
| Annual return | 6.30% | 17.74%-11.4pp | 29.49%-23.2pp | 28.51%-22.2pp |
| Employer contribution / active EE | $849 | $1,636-48.1% | $4,310-80.3% | $2,270-62.6% |
| Participant deferral / active EE | $1,286 | $2,759-53.4% | $7,107-81.9% | $3,740-65.6% |
| Admin fee / account holder | $34 | $592-94.3% | $5,158-99.3% | $513-93.4% |