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. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $475 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,405 | $46,292-12.7% | $143,757-71.9% | $64,808-37.7% |
| Participation rate | 57.8% | 64.2%-6.4pp | 80.3%-22.5pp | 71.5%-13.7pp |
| Annual return | -18.68% | -10.05%-8.6pp | -0.04%-18.6pp | 32.82%-51.5pp |
| Employer contribution / active EE | $2,061 | $1,910+7.9% | $4,951-58.4% | $2,506-17.8% |
| Participant deferral / active EE | $3,773 | $2,646+42.6% | $5,637-33.1% | $4,310-12.5% |
| Admin fee / account holder | $284 | $154+84.6% | $14,673-98.1% | $188+51.1% |