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 | $790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,380 | $37,393+208.6% | $77,024+49.8% | $66,914+72.4% |
| Participation rate | 92.4% | 52.9%+39.6pp | 67.9%+24.5pp | 69.8%+22.6pp |
| Annual return | -13.74% | -3.29%-10.4pp | 42.32%-56.1pp | 1.58%-15.3pp |
| Employer contribution / active EE | $5,721 | $1,531+273.7% | $2,812+103.4% | $2,544+124.9% |
| Participant deferral / active EE | $2,406 | $2,617-8.1% | $4,426-45.6% | $4,237-43.2% |
| Admin fee / account holder | $297 | $567-47.7% | $5,425-94.5% | $593-50.0% |