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 | Recordkeeping | $74 |
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,207 | $71,192-70.2% | $117,854-82.0% | $62,292-66.0% |
| Participation rate | 25.3% | 74.2%-48.9pp | 79.7%-54.4pp | 69.5%-44.2pp |
| Annual return | 19.75% | 18.66%+1.1pp | 335.08%-315.3pp | 28.90%-9.1pp |
| Employer contribution / active EE | $47 | $1,934-97.6% | $3,786-98.8% | $2,042-97.7% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $262 | $587-55.4% | $8,020-96.7% | $479-45.4% |