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 8-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 | $200 |
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 | $13,723 | $35,986-61.9% | $77,482-82.3% | $73,488-81.3% |
| Participation rate | 40.7% | 40.8%-0.2pp | 54.2%-13.5pp | 70.7%-30.0pp |
| Annual return | 27.92% | 19.26%+8.7pp | 54.79%-26.9pp | 28.51%-0.6pp |
| Employer contribution / active EE | $772 | $557+38.6% | $986-21.7% | $2,270-66.0% |
| Participant deferral / active EE | $1,101 | $1,198-8.0% | $1,861-40.8% | $3,740-70.5% |
| Admin fee / account holder | $211 | $466-54.8% | $2,858-92.6% | $513-58.9% |