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 CO Service code 15 · EIN 01-0233346 | Recordkeeping | $182 |
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 | $18,825 | $76,000-75.2% | $154,107-87.8% | $64,186-70.7% |
| Participation rate | 90.4% | 70.4%+20.0pp | 83.0%+7.4pp | 69.6%+20.8pp |
| Annual return | -6.29% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,954 | $3,351-41.7% | $5,298-63.1% | $2,381-17.9% |
| Participant deferral / active EE | $1,723 | $3,175-45.7% | $5,081-66.1% | $3,470-50.3% |
| Admin fee / account holder | $125 | $5,596-97.8% | $13,411-99.1% | $4,888-97.4% |