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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $566 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,179 | $73,360-18.0% | $177,989-66.2% | $74,495-19.2% |
| Participation rate | 80.0% | 66.6%+13.4pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 18.50% | 17.49%+1.0pp | 294.48%-276.0pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $2,749 | $2,216+24.0% | $3,949-30.4% | $2,623+4.8% |
| Participant deferral / active EE | $6,144 | $4,513+36.1% | $6,276-2.1% | $4,346+41.4% |
| Admin fee / account holder | $214 | $1,808-88.2% | $10,363-97.9% | $1,942-89.0% |