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 Service code 15 · EIN 01-0233346 | Recordkeeping | $172 |
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 | $78,069 | $48,274+61.7% | $63,517+22.9% | $59,632+30.9% |
| Participation rate | 77.5% | 66.3%+11.2pp | 71.0%+6.5pp | 68.7%+8.9pp |
| Annual return | 0.12% | -240.79%+240.9pp | -70.30%+70.4pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,828 | $1,586+15.3% | $2,322-21.3% | $2,203-17.0% |
| Participant deferral / active EE | $6,882 | $2,343+193.8% | $2,953+133.0% | $3,192+115.6% |
| Admin fee / account holder | $123 | $3,600-96.6% | $5,892-97.9% | $4,297-97.1% |