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 Service code 15 · EIN 01-0233346 | Recordkeeping | $1,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,187 | $93,571-57.1% | $135,903-70.4% | $75,163-46.5% |
| Participation rate | 72.6% | 75.2%-2.6pp | 81.9%-9.3pp | 67.2%+5.4pp |
| Annual return | 17.38% | 30.90%-13.5pp | 68.23%-50.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $5,828 | $3,537+64.8% | $4,856+20.0% | $2,670+118.3% |
| Participant deferral / active EE | $6,004 | $6,404-6.2% | $7,758-22.6% | $4,125+45.5% |
| Admin fee / account holder | $238 | $6,975-96.6% | $10,762-97.8% | $5,651-95.8% |