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 | $724 |
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 | $77,305 | $51,447+50.3% | $104,607-26.1% | $73,409+5.3% |
| Participation rate | 88.5% | 68.2%+20.3pp | 74.1%+14.4pp | 72.2%+16.3pp |
| Annual return | 16.51% | 25.06%-8.5pp | 340.46%-324.0pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,612 | $1,441+11.9% | $2,681-39.8% | $2,234-27.8% |
| Participant deferral / active EE | $2,509 | $3,058-18.0% | $3,740-32.9% | $3,805-34.1% |
| Admin fee / account holder | $232 | $122+90.1% | $6,473-96.4% | $158+46.9% |