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 CO-USA Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,602 | $109,359-31.8% | $162,163-54.0% | $72,985+2.2% |
| Participation rate | 96.8% | 84.3%+12.5pp | 87.6%+9.2pp | 69.5%+27.3pp |
| Annual return | 15.37% | 25.46%-10.1pp | 115.59%-100.2pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,803 | $3,907-53.9% | $5,614-67.9% | $2,440-26.1% |
| Participant deferral / active EE | $3,407 | $5,481-37.8% | $7,298-53.3% | $3,607-5.6% |
| Admin fee / account holder | $166 | $7,972-97.9% | $10,843-98.5% | $5,124-96.8% |