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 | $782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,197 | $23,119+26.3% | $71,086-58.9% | $75,289-61.2% |
| Participation rate | 14.4% | 36.3%-22.0pp | 54.7%-40.3pp | 72.4%-58.1pp |
| Annual return | -7.32% | -3.32%-4.0pp | 650.59%-657.9pp | -0.04%-7.3pp |
| Employer contribution / active EE | $232 | $399-41.8% | $1,088-78.7% | $2,405-90.4% |
| Participant deferral / active EE | $383 | $960-60.1% | $1,874-79.6% | $3,739-89.8% |
| Admin fee / account holder | $135 | $89+50.7% | $3,082-95.6% | $102+31.8% |