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 | $3,268 |
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 | $48,375 | $86,332-44.0% | $125,175-61.4% | $65,185-25.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 35.19% | 27.43%+7.8pp | 43.79%-8.6pp | 29.38%+5.8pp |
| Employer contribution / active EE | $2,065 | $2,040+1.3% | $3,865-46.6% | $2,177-5.1% |
| Participant deferral / active EE | $2,004 | $3,537-43.3% | $4,937-59.4% | $3,514-43.0% |
| Admin fee / account holder | $80 | $609-86.9% | $9,702-99.2% | $847-90.6% |