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 | $439 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,481 | $89,739-73.8% | $149,718-84.3% | $62,292-62.3% |
| Participation rate | 93.6% | 85.1%+8.5pp | 87.1%+6.5pp | 69.5%+24.1pp |
| Annual return | 13.53% | 21.01%-7.5pp | 1501.63%-1488.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $2,891 | $3,233-10.6% | $5,445-46.9% | $2,042+41.5% |
| Participant deferral / active EE | $3,766 | $4,797-21.5% | $6,569-42.7% | $3,169+18.8% |
| Admin fee / account holder | $31 | $551-94.4% | $11,283-99.7% | $479-93.6% |