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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $702 |
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 | $30,329 | $25,165+20.5% | $73,545-58.8% | $77,958-61.1% |
| Participation rate | 14.7% | 36.6%-21.9pp | 54.9%-40.2pp | 71.6%-57.0pp |
| Annual return | 16.53% | 18.12%-1.6pp | -15.16%+31.7pp | 20.87%-4.3pp |
| Employer contribution / active EE | $229 | $395-42.1% | $1,219-81.2% | $2,310-90.1% |
| Participant deferral / active EE | $373 | $898-58.5% | $1,806-79.3% | $3,537-89.5% |
| Admin fee / account holder | $127 | $76+67.4% | $2,320-94.5% | $97+30.2% |