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 | $1,919 |
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 | $49,824 | $55,453-10.2% | $170,442-70.8% | $62,292-20.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.59% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $3,332 | $2,164+54.0% | $5,433-38.7% | $2,042+63.2% |
| Participant deferral / active EE | $2,052 | $2,303-10.9% | $4,939-58.5% | $3,169-35.2% |
| Admin fee / account holder | $21 | $455-95.4% | $13,880-99.8% | $479-95.6% |