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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2 |
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 | $101,518 | $51,620+96.7% | $90,281+12.4% | $65,185+55.7% |
| Participation rate | 87.8% | 68.6%+19.1pp | 73.3%+14.5pp | 70.2%+17.6pp |
| Annual return | 19.88% | 24.94%-5.1pp | 78.10%-58.2pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,216 | $2,235-45.6% | $2,854-57.4% | $2,177-44.1% |
| Participant deferral / active EE | $3,874 | $2,871+35.0% | $3,885-0.3% | $3,514+10.3% |
| Admin fee / account holder | $98 | $384-74.4% | $5,351-98.2% | $847-88.4% |