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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,089 | $63,745+72.7% | $98,442+11.8% | $79,386+38.7% |
| Participation rate | 91.0% | 69.9%+21.1pp | 73.3%+17.6pp | 70.7%+20.3pp |
| Annual return | 10.91% | 625.80%-614.9pp | 1492.73%-1481.8pp | 116.85%-105.9pp |
| Employer contribution / active EE | $1,379 | $2,557-46.1% | $2,960-53.4% | $2,427-43.2% |
| Participant deferral / active EE | $4,233 | $3,303+28.1% | $4,276-1.0% | $4,046+4.6% |
| Admin fee / account holder | $147 | $516-71.4% | $5,949-97.5% | $626-76.5% |