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 INSUARNCE COMPANY Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,027 |
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 | $73,938 | $80,753-8.4% | $136,294-45.8% | $62,292+18.7% |
| Participation rate | 91.0% | 73.5%+17.4pp | 81.9%+9.1pp | 69.5%+21.5pp |
| Annual return | 29.81% | 35.83%-6.0pp | 5155.94%-5126.1pp | 28.90%+0.9pp |
| Employer contribution / active EE | $3,509 | $2,884+21.7% | $4,695-25.3% | $2,042+71.8% |
| Participant deferral / active EE | $7,917 | $5,164+53.3% | $6,247+26.7% | $3,169+149.8% |
| Admin fee / account holder | $52 | $525-90.1% | $9,243-99.4% | $479-89.1% |