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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,830 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,777 | $100,923-55.6% | $150,045-70.2% | $74,304-39.7% |
| Participation rate | 93.7% | 70.1%+23.6pp | 82.3%+11.3pp | 60.3%+33.3pp |
| Annual return | 11.75% | 51.77%-40.0pp | 62.55%-50.8pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,367 | $3,463-60.5% | $4,693-70.9% | $2,241-39.0% |
| Participant deferral / active EE | $3,922 | $6,709-41.5% | $7,997-51.0% | $3,767+4.1% |
| Admin fee / account holder | $60 | $2,767-97.8% | $13,435-99.5% | $2,969-98.0% |