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 | $55,035 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $47 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,833 | $91,407+50.8% | $135,903+1.4% | $71,457+92.9% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 18.88% | 29.90%-11.0pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $10,287 | $3,703+177.8% | $4,856+111.8% | $2,588+297.6% |
| Participant deferral / active EE | $13,541 | $7,092+90.9% | $7,758+74.5% | $4,289+215.7% |
| Admin fee / account holder | $216 | $1,266-82.9% | $10,762-98.0% | $1,587-86.4% |