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 | $51,999 |
Service code 15 · EIN 30-0219031 | Recordkeeping | $26 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,152 | $63,745-60.5% | $98,442-74.4% | $79,386-68.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 12.90% | 625.80%-612.9pp | 1492.73%-1479.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $3,014 | $2,557+17.9% | $2,960+1.8% | $2,427+24.2% |
| Participant deferral / active EE | $1,667 | $3,303-49.5% | $4,276-61.0% | $4,046-58.8% |
| Admin fee / account holder | $156 | $516-69.7% | $5,949-97.4% | $626-75.1% |