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 INS CO USA Service code 51 · EIN 13-3646501 | Investment Mgmt Fees | $22,388 |
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $70,323 | $72,177-2.6% | $115,037-38.9% | $59,632+17.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.96% | 12.02%-9.1pp | 26.14%-23.2pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $7,346 | $2,841+158.6% | $4,608+59.4% | $2,203+233.5% |
| Participant deferral / active EE | $6,817 | $4,783+42.5% | $6,026+13.1% | $3,192+113.6% |
| Admin fee / account holder | $91 | $4,927-98.2% | $8,175-98.9% | $4,297-97.9% |