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 Service code 15 · EIN 01-0233346 | Recordkeeping | $151,232 |
Service code 27 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,440 | $67,512-80.1% | $185,823-92.8% | $93,030-85.6% |
| Participation rate | 88.5% | 67.1%+21.4pp | 81.7%+6.8pp | 73.9%+14.6pp |
| Annual return | 16.27% | 21.04%-4.8pp | 122.05%-105.8pp | 158.70%-142.4pp |
| Employer contribution / active EE | $59 | $1,783-96.7% | $5,167-98.9% | $2,706-97.8% |
| Participant deferral / active EE | $1,756 | $3,035-42.1% | $5,568-68.5% | $4,562-61.5% |
| Admin fee / account holder | $102 | $318-67.8% | $16,237-99.4% | $152-32.6% |