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 | $364 |
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 | $44,495 | $52,884-15.9% | $84,750-47.5% | $55,167-19.3% |
| Participation rate | 70.8% | 67.5%+3.3pp | 76.6%-5.8pp | 69.0%+1.8pp |
| Annual return | 9.77% | 18.03%-8.3pp | 22.78%-13.0pp | 169.23%-159.5pp |
| Employer contribution / active EE | $2,521 | $2,233+12.9% | $3,574-29.5% | $1,963+28.5% |
| Participant deferral / active EE | $2,544 | $2,644-3.8% | $3,712-31.4% | $3,054-16.7% |
| Admin fee / account holder | $109 | $581-81.3% | $5,332-98.0% | $504-78.4% |