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 Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,523 | $122,239-46.4% | $184,203-64.4% | $74,495-12.0% |
| Participation rate | 94.9% | 85.5%+9.4pp | 86.8%+8.1pp | 67.2%+27.7pp |
| Annual return | 13.29% | 19.95%-6.7pp | 28.81%-15.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,937 | $4,537-57.3% | $6,427-69.9% | $2,623-26.1% |
| Participant deferral / active EE | $4,960 | $7,139-30.5% | $9,131-45.7% | $4,346+14.1% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |