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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,782 | $44,984-47.1% | $85,009-72.0% | $74,546-68.1% |
| Participation rate | 85.7% | 49.4%+36.3pp | 67.5%+18.2pp | 67.2%+18.5pp |
| Annual return | 18.92% | 26.25%-7.3pp | 66.47%-47.5pp | 1366.03%-1347.1pp |
| Employer contribution / active EE | $2,733 | $1,458+87.5% | $2,728+0.2% | $2,624+4.2% |
| Participant deferral / active EE | $4,930 | $2,733+80.4% | $4,522+9.0% | $4,347+13.4% |
| Admin fee / account holder | $24 | $2,208-98.9% | $6,153-99.6% | $1,944-98.8% |