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 | $1,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,649 | $59,263+10.8% | $96,562-32.0% | $79,386-17.3% |
| Participation rate | 87.9% | 61.9%+26.0pp | 69.8%+18.1pp | 70.7%+17.2pp |
| Annual return | 12.14% | 27.07%-14.9pp | 37.78%-25.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $2,732 | $1,216+124.7% | $2,356+15.9% | $2,427+12.5% |
| Participant deferral / active EE | $3,625 | $2,948+23.0% | $3,849-5.8% | $4,046-10.4% |
| Admin fee / account holder | $27 | $658-95.9% | $6,181-99.6% | $626-95.7% |