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 | $1,398 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,544 | $49,451+12.3% | $79,550-30.2% | $66,914-17.0% |
| Participation rate | 91.7% | 61.3%+30.3pp | 69.5%+22.2pp | 69.8%+21.9pp |
| Annual return | -17.62% | 84.25%-101.9pp | 0.16%-17.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,388 | $1,266+88.7% | $2,413-1.1% | $2,544-6.2% |
| Participant deferral / active EE | $4,175 | $3,159+32.2% | $3,985+4.8% | $4,237-1.5% |
| Admin fee / account holder | $185 | $595-68.9% | $6,832-97.3% | $593-68.9% |