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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,414 |
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 | $36,514 | $57,108-36.1% | $94,224-61.2% | $52,331-30.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -1.30% | 1.47%-2.8pp | 10.68%-12.0pp | 4.54%-5.8pp |
| Employer contribution / active EE | $2,330 | $1,735+34.2% | $3,587-35.0% | $1,882+23.8% |
| Participant deferral / active EE | $2,266 | $3,040-25.5% | $4,320-47.6% | $3,022-25.0% |
| Admin fee / account holder | $59 | $546-89.2% | $6,269-99.1% | $592-90.0% |