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. Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $73,712 | $57,108+29.1% | $94,224-21.8% | $52,331+40.9% |
| Participation rate | 91.5% | 72.9%+18.5pp | 78.8%+12.7pp | 68.1%+23.3pp |
| Annual return | -1.78% | 1.47%-3.3pp | 10.68%-12.5pp | 4.54%-6.3pp |
| Employer contribution / active EE | $5,556 | $1,735+220.2% | $3,587+54.9% | $1,882+195.3% |
| Participant deferral / active EE | $1,963 | $3,040-35.4% | $4,320-54.6% | $3,022-35.1% |
| Admin fee / account holder | $25 | $546-95.4% | $6,269-99.6% | $592-95.8% |