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 | $318 |
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 | $60,055 | $58,726+2.3% | $92,233-34.9% | $62,292-3.6% |
| Participation rate | 77.5% | 68.3%+9.1pp | 76.5%+1.0pp | 69.5%+8.0pp |
| Annual return | 18.28% | 43.62%-25.3pp | 176.28%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,541 | $2,392+6.2% | $3,679-31.0% | $2,042+24.4% |
| Participant deferral / active EE | $2,485 | $2,766-10.2% | $3,897-36.2% | $3,169-21.6% |
| Admin fee / account holder | $136 | $556-75.6% | $5,194-97.4% | $479-71.7% |