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. NY Service code 15 · EIN 13-3646501 | Recordkeeping | $138 |
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 | $20,930 | $31,109-32.7% | $67,711-69.1% | $52,331-60.0% |
| Participation rate | 100.0% | 54.0%+46.0pp | 67.5%+32.5pp | 68.1%+31.9pp |
| Annual return | 2.29% | 23.70%-21.4pp | 25.41%-23.1pp | 4.54%-2.3pp |
| Employer contribution / active EE | $3,614 | $1,076+236.0% | $2,559+41.2% | $1,882+92.1% |
| Participant deferral / active EE | $3,578 | $1,970+81.6% | $3,585-0.2% | $3,022+18.4% |
| Admin fee / account holder | $12 | $466-97.4% | $4,255-99.7% | $592-98.0% |