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 8-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 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $870 |
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 | $37,224 | $54,320-31.5% | $67,652-45.0% | $52,331-28.9% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.7%+23.6pp | 68.1%+31.2pp |
| Annual return | 1.29% | 6.81%-5.5pp | 6625.04%-6623.7pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,107 | $1,544+36.5% | $2,266-7.0% | $1,882+12.0% |
| Participant deferral / active EE | $7,373 | $2,950+149.9% | $3,560+107.1% | $3,022+144.0% |
| Admin fee / account holder | $200 | $527-62.0% | $4,821-95.8% | $592-66.2% |