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. Service code 15 · EIN 01-0233346 | Recordkeeping | $18,884 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,722 | $42,396+17.3% | $67,313-26.1% | $56,287-11.7% |
| Participation rate | 91.2% | 61.0%+30.2pp | 69.1%+22.1pp | 69.9%+21.4pp |
| Annual return | -5.58% | -36.63%+31.0pp | -4.08%-1.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $402 | $1,414-71.6% | $2,566-84.3% | $2,111-81.0% |
| Participant deferral / active EE | $2,304 | $2,360-2.4% | $3,568-35.4% | $3,350-31.2% |
| Admin fee / account holder | $191 | $510-62.6% | $4,507-95.8% | $521-63.4% |