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 | $642 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,131 | $37,591+52.0% | $90,645-37.0% | $55,725+2.5% |
| Participation rate | 93.2% | 66.4%+26.9pp | 74.0%+19.2pp | 70.9%+22.4pp |
| Annual return | -6.18% | -3.20%-3.0pp | 1.88%-8.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,525 | $1,302+17.1% | $2,532-39.8% | $2,078-26.6% |
| Participant deferral / active EE | $2,438 | $2,643-7.8% | $3,425-28.8% | $3,356-27.4% |
| Admin fee / account holder | $63 | $100-37.4% | $4,994-98.7% | $115-45.7% |