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 | $1,972 |
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 | $53,460 | $49,138+8.8% | $84,015-36.4% | $65,185-18.0% |
| Participation rate | 87.7% | 60.7%+27.0pp | 69.0%+18.7pp | 70.2%+17.5pp |
| Annual return | 19.98% | 23.00%-3.0pp | 71.31%-51.3pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,806 | $914+97.7% | $1,983-8.9% | $2,177-17.0% |
| Participant deferral / active EE | $3,223 | $2,397+34.5% | $3,239-0.5% | $3,514-8.3% |
| Admin fee / account holder | $46 | $543-91.5% | $6,101-99.2% | $847-94.6% |