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 | $1,532 |
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 | $45,257 | $46,732-3.2% | $156,549-71.1% | $55,167-18.0% |
| Participation rate | 91.3% | 65.8%+25.5pp | 84.0%+7.3pp | 69.0%+22.3pp |
| Annual return | 7.42% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $3,468 | $2,105+64.8% | $5,501-37.0% | $1,963+76.7% |
| Participant deferral / active EE | $2,171 | $2,204-1.5% | $4,871-55.4% | $3,054-28.9% |
| Admin fee / account holder | $5 | $418-98.9% | $13,027-100.0% | $504-99.1% |