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 9-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 COMPA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $48,485 | $73,102-33.7% | $123,544-60.8% | $56,287-13.9% |
| Participation rate | 59.4% | 74.3%-14.9pp | 82.3%-22.9pp | 69.9%-10.5pp |
| Annual return | 11.67% | 3.01%+8.7pp | 119.20%-107.5pp | -9.96%+21.6pp |
| Employer contribution / active EE | $700 | $2,977-76.5% | $4,628-84.9% | $2,111-66.9% |
| Participant deferral / active EE | $2,391 | $5,423-55.9% | $6,426-62.8% | $3,350-28.6% |
| Admin fee / account holder | $65 | $554-88.3% | $9,284-99.3% | $521-87.6% |