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 | $322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,733 | $50,637-13.6% | $86,590-49.5% | $62,292-29.8% |
| Participation rate | 54.8% | 67.9%-13.1pp | 73.5%-18.7pp | 69.5%-14.7pp |
| Annual return | 17.88% | 20.80%-2.9pp | 964.84%-947.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $727 | $2,075-65.0% | $2,839-74.4% | $2,042-64.4% |
| Participant deferral / active EE | $1,819 | $2,611-30.3% | $3,609-49.6% | $3,169-42.6% |
| Admin fee / account holder | $123 | $413-70.3% | $4,906-97.5% | $479-74.4% |