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 | $765 |
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 | $19,850 | $79,523-75.0% | $140,016-85.8% | $56,287-64.7% |
| Participation rate | 95.6% | 85.7%+9.9pp | 87.5%+8.1pp | 69.9%+25.8pp |
| Annual return | -6.68% | 2.39%-9.1pp | 651.12%-657.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $3,236 | $3,350-3.4% | $5,606-42.3% | $2,111+53.3% |
| Participant deferral / active EE | $4,563 | $5,129-11.0% | $6,927-34.1% | $3,350+36.2% |
| Admin fee / account holder | $47 | $614-92.3% | $10,705-99.6% | $521-91.0% |