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 | $633 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,912 | $47,848-29.1% | $81,478-58.4% | $70,131-51.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 20.82% | 27.25%-6.4pp | 38.78%-18.0pp | 73.14%-52.3pp |
| Employer contribution / active EE | $742 | $1,527-51.4% | $2,568-71.1% | $2,342-68.3% |
| Participant deferral / active EE | $2,548 | $2,453+3.9% | $3,537-27.9% | $3,332-23.5% |
| Admin fee / account holder | $22 | $3,145-99.3% | $4,561-99.5% | $4,645-99.5% |