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 INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $6,620 |
Annual investment return 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 | $19,201 | $25,302-24.1% | $74,701-74.3% | $67,579-71.6% |
| Participation rate | 96.0% | 37.8%+58.1pp | 54.5%+41.5pp | 71.3%+24.7pp |
| Annual return | 3.29% | 10291.17%-10287.9pp | 752.92%-749.6pp | 378.56%-375.3pp |
| Employer contribution / active EE | $767 | $446+71.9% | $1,084-29.2% | $2,148-64.3% |
| Participant deferral / active EE | $983 | $954+3.1% | $1,964-49.9% | $3,539-72.2% |
| Admin fee / account holder | $139 | $108+29.2% | $3,333-95.8% | $142-2.3% |