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 HANAOCK LIFE INSURANCE COMPANY Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $200 |
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 | $25,135 | $33,067-24.0% | $76,523-67.2% | $56,287-55.3% |
| Participation rate | 70.0% | 55.4%+14.6pp | 68.0%+2.0pp | 69.9%+0.1pp |
| Annual return | -7.14% | 2.72%-9.9pp | -0.27%-6.9pp | -9.96%+2.8pp |
| Employer contribution / active EE | $416 | $1,200-65.3% | $2,647-84.3% | $2,111-80.3% |
| Participant deferral / active EE | $2,314 | $2,240+3.3% | $3,835-39.7% | $3,350-30.9% |
| Admin fee / account holder | $191 | $537-64.4% | $4,848-96.1% | $521-63.3% |