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 13-3646501 | Recordkeeping | $382 |
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 | $29,518 | $74,089-60.2% | $133,980-78.0% | $55,167-46.5% |
| Participation rate | 74.5% | 84.3%-9.8pp | 87.1%-12.6pp | 69.0%+5.5pp |
| Annual return | 8.21% | 12.11%-3.9pp | 29.30%-21.1pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,108 | $3,064-63.8% | $5,211-78.7% | $1,963-43.5% |
| Participant deferral / active EE | $2,935 | $4,678-37.3% | $6,282-53.3% | $3,054-3.9% |
| Admin fee / account holder | $8 | $458-98.3% | $9,324-99.9% | $504-98.5% |