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 | $1,430 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,762 | $42,548+7.6% | $74,550-38.6% | $56,287-18.7% |
| Participation rate | 86.6% | 60.5%+26.1pp | 69.1%+17.4pp | 69.9%+16.7pp |
| Annual return | -8.60% | 12.40%-21.0pp | 32.53%-41.1pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,776 | $855+107.7% | $1,961-9.4% | $2,111-15.9% |
| Participant deferral / active EE | $3,190 | $2,277+40.1% | $3,108+2.6% | $3,350-4.8% |
| Admin fee / account holder | $42 | $467-91.0% | $5,060-99.2% | $521-92.0% |