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 9-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 INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $838 |
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 | $76,062 | $88,515-14.1% | $162,163-53.1% | $67,579+12.6% |
| Participation rate | 77.9% | 86.8%-8.9pp | 87.6%-9.7pp | 71.3%+6.6pp |
| Annual return | 24.17% | 27.04%-2.9pp | 115.59%-91.4pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2 | $3,563-99.9% | $5,614-100.0% | $2,148-99.9% |
| Participant deferral / active EE | $6,344 | $5,724+10.8% | $7,298-13.1% | $3,539+79.2% |
| Admin fee / account holder | $136 | $124+9.7% | $10,843-98.7% | $142-4.7% |