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 | $1,662 |
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 | $124,743 | $84,936+46.9% | $111,297+12.1% | $79,386+57.1% |
| Participation rate | 93.0% | 75.9%+17.1pp | 77.3%+15.7pp | 70.7%+22.3pp |
| Annual return | 12.33% | 17.45%-5.1pp | 54.65%-42.3pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,135 | $1,979-42.7% | $2,731-58.5% | $2,427-53.3% |
| Participant deferral / active EE | $2,602 | $3,888-33.1% | $4,487-42.0% | $4,046-35.7% |
| Admin fee / account holder | $64 | $537-88.1% | $7,964-99.2% | $626-89.8% |