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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,508 | $73,638-49.1% | $95,952-60.9% | $73,488-49.0% |
| Participation rate | 77.4% | 76.2%+1.2pp | 77.1%+0.3pp | 70.7%+6.7pp |
| Annual return | 16.22% | 16.78%-0.6pp | 91.61%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $507 | $1,863-72.8% | $2,541-80.0% | $2,270-77.7% |
| Participant deferral / active EE | $2,161 | $3,617-40.2% | $4,167-48.1% | $3,740-42.2% |
| Admin fee / account holder | $196 | $482-59.4% | $6,795-97.1% | $513-61.8% |