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 5-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 | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,224 | $30,086-62.7% | $61,373-81.7% | $64,808-82.7% |
| Participation rate | 7.4% | 36.4%-29.0pp | 52.6%-45.2pp | 71.5%-64.1pp |
| Annual return | -18.56% | -13.99%-4.6pp | 338.61%-357.2pp | 32.82%-51.4pp |
| Employer contribution / active EE | $248 | $536-53.8% | $1,159-78.6% | $2,506-90.1% |
| Participant deferral / active EE | $426 | $1,126-62.2% | $2,125-80.0% | $4,310-90.1% |
| Admin fee / account holder | $90 | $148-39.4% | $2,130-95.8% | $188-52.2% |