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 | $1,784 |
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 | $57,352 | $54,573+5.1% | $90,951-36.9% | $73,488-22.0% |
| Participation rate | 93.0% | 61.2%+31.9pp | 69.0%+24.0pp | 70.7%+22.4pp |
| Annual return | 14.95% | 16.69%-1.7pp | 134.60%-119.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,103 | $991+112.2% | $2,122-0.9% | $2,270-7.3% |
| Participant deferral / active EE | $3,538 | $2,517+40.6% | $3,373+4.9% | $3,740-5.4% |
| Admin fee / account holder | $32 | $521-93.8% | $5,959-99.5% | $513-93.7% |