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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,056 | $51,197+70.0% | $82,719+5.2% | $66,914+30.1% |
| Participation rate | 88.7% | 67.8%+20.9pp | 72.6%+16.2pp | 69.8%+18.9pp |
| Annual return | -16.15% | -9.64%-6.5pp | 701.18%-717.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,390 | $2,611-46.7% | $3,009-53.8% | $2,544-45.4% |
| Participant deferral / active EE | $4,170 | $3,458+20.6% | $4,395-5.1% | $4,237-1.6% |
| Admin fee / account holder | $272 | $416-34.5% | $5,329-94.9% | $593-54.1% |