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 Service code 15 · EIN 01-0233346 | Recordkeeping | $752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,379 | $59,402-18.6% | $93,654-48.3% | $74,546-35.1% |
| Participation rate | 94.3% | 59.7%+34.6pp | 68.7%+25.5pp | 67.2%+27.0pp |
| Annual return | 18.25% | 81.86%-63.6pp | 133.34%-115.1pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $2,441 | $1,265+93.0% | $2,421+0.8% | $2,624-7.0% |
| Participant deferral / active EE | $5,310 | $3,049+74.2% | $4,413+20.3% | $4,347+22.1% |
| Admin fee / account holder | $222 | $3,023-92.7% | $8,282-97.3% | $1,944-88.6% |