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 INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $52,866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,964 | $102,317-33.6% | $146,958-53.8% | $80,856-15.9% |
| Participation rate | 88.8% | 75.8%+12.9pp | 82.2%+6.6pp | 67.6%+21.1pp |
| Annual return | 14.75% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,154 | $3,713+11.9% | $4,933-15.8% | $2,755+50.8% |
| Participant deferral / active EE | $12,179 | $6,644+83.3% | $8,070+50.9% | $4,296+183.5% |
| Admin fee / account holder | $252 | $7,941-96.8% | $12,998-98.1% | $6,918-96.4% |