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 INS. CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $294 |
Service code 15 | Recordkeeping | $0 |
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 | $14,163 | $47,944-70.5% | $67,834-79.1% | $62,891-77.5% |
| Participation rate | 52.6% | 61.1%-8.4pp | 68.8%-16.2pp | 69.3%-16.7pp |
| Annual return | 5.67% | 11.77%-6.1pp | 138.47%-132.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $607 | $1,562-61.1% | $2,403-74.7% | $2,281-73.4% |
| Participant deferral / active EE | $1,752 | $2,247-22.0% | $3,160-44.6% | $3,203-45.3% |
| Admin fee / account holder | $27 | $3,712-99.3% | $4,622-99.4% | $4,296-99.4% |