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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,465 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,466 | $69,823+26.7% | $77,163+14.6% | $74,419+18.9% |
| Participation rate | 92.3% | 70.0%+22.3pp | 69.6%+22.7pp | 70.7%+21.6pp |
| Annual return | 13.87% | 19.98%-6.1pp | 37.87%-24.0pp | 34.38%-20.5pp |
| Employer contribution / active EE | $4,257 | $2,150+98.0% | $2,535+68.0% | $2,637+61.4% |
| Participant deferral / active EE | $5,437 | $3,558+52.8% | $3,833+41.8% | $4,528+20.1% |
| Admin fee / account holder | $155 | $398-60.9% | $5,472-97.2% | $348-55.3% |