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 INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,311 | $89,652+59.9% | $141,162+1.5% | $65,185+119.9% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.5%+6.7pp | 70.2%+19.0pp |
| Annual return | 19.23% | 32.79%-13.6pp | 71.39%-52.2pp | 29.38%-10.2pp |
| Employer contribution / active EE | $7,619 | $3,065+148.6% | $4,735+60.9% | $2,177+250.0% |
| Participant deferral / active EE | $8,139 | $5,691+43.0% | $6,709+21.3% | $3,514+131.6% |
| Admin fee / account holder | $7 | $569-98.7% | $10,261-99.9% | $847-99.2% |