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 | $572 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,353 | $63,924-68.2% | $108,579-81.3% | $55,167-63.1% |
| Participation rate | 92.4% | 74.3%+18.1pp | 79.6%+12.8pp | 69.0%+23.4pp |
| Annual return | 7.22% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $428 | $1,879-77.2% | $3,758-88.6% | $1,963-78.2% |
| Participant deferral / active EE | $2,470 | $3,067-19.5% | $4,311-42.7% | $3,054-19.1% |
| Admin fee / account holder | $5 | $618-99.2% | $7,645-99.9% | $504-99.0% |