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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 27-0017183 | Recordkeeping | $1,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,328 | $55,415-34.4% | $155,509-76.6% | $74,495-51.2% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 13.74% | 268.50%-254.8pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,724 | $2,267-24.0% | $4,672-63.1% | $2,623-34.3% |
| Participant deferral / active EE | $2,977 | $2,836+5.0% | $5,626-47.1% | $4,346-31.5% |
| Admin fee / account holder | $250 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |