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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,333 | $55,415-29.0% | $155,509-74.7% | $74,495-47.2% |
| Participation rate | 71.4% | 61.9%+9.5pp | 78.2%-6.8pp | 67.2%+4.2pp |
| Annual return | 12.24% | 268.50%-256.3pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,464 | $2,267-35.4% | $4,672-68.7% | $2,623-44.2% |
| Participant deferral / active EE | $2,193 | $2,836-22.7% | $5,626-61.0% | $4,346-49.5% |
| Admin fee / account holder | $45 | $1,738-97.4% | $15,912-99.7% | $1,942-97.7% |