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 Service code 15 · EIN 01-0233346 | Recordkeeping | $4,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,749 | $106,028-24.8% | $146,958-45.7% | $77,643+2.7% |
| Participation rate | 81.8% | 78.4%+3.5pp | 82.2%-0.3pp | 70.6%+11.2pp |
| Annual return | 21.17% | 56.73%-35.6pp | 418.34%-397.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $3,010 | $4,063-25.9% | $4,933-39.0% | $2,726+10.4% |
| Participant deferral / active EE | $11,023 | $7,990+38.0% | $8,070+36.6% | $4,647+137.2% |
| Admin fee / account holder | $142 | $337-57.8% | $12,998-98.9% | $430-66.9% |