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 7-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 | $950 |
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 | $23,649 | $66,124-64.2% | $90,404-73.8% | $73,488-67.8% |
| Participation rate | 99.4% | 69.7%+29.7pp | 72.7%+26.7pp | 70.7%+28.7pp |
| Annual return | 15.23% | 17.65%-2.4pp | 1293.02%-1277.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,995 | $2,346+27.7% | $3,262-8.2% | $2,270+31.9% |
| Participant deferral / active EE | $1,768 | $3,039-41.8% | $3,963-55.4% | $3,740-52.7% |
| Admin fee / account holder | $151 | $396-62.0% | $5,611-97.3% | $513-70.6% |