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 | $1,206 |
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 | $115,324 | $73,638+56.6% | $95,952+20.2% | $73,488+56.9% |
| Participation rate | 91.8% | 76.2%+15.6pp | 77.1%+14.7pp | 70.7%+21.1pp |
| Annual return | 15.61% | 16.78%-1.2pp | 91.61%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,126 | $1,863-39.6% | $2,541-55.7% | $2,270-50.4% |
| Participant deferral / active EE | $2,471 | $3,617-31.7% | $4,167-40.7% | $3,740-33.9% |
| Admin fee / account holder | $13 | $482-97.3% | $6,795-99.8% | $513-97.5% |