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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $154,965 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,850 | $88,890-65.3% | $102,423-69.9% | $77,643-60.3% |
| Participation rate | 70.9% | 80.9%-10.0pp | 76.5%-5.6pp | 70.6%+0.3pp |
| Annual return | 13.68% | 24.98%-11.3pp | 29.32%-15.6pp | 31.24%-17.6pp |
| Employer contribution / active EE | $541 | $2,698-80.0% | $3,023-82.1% | $2,726-80.2% |
| Participant deferral / active EE | $3,196 | $5,145-37.9% | $5,053-36.7% | $4,647-31.2% |
| Admin fee / account holder | $167 | $235-29.2% | $9,451-98.2% | $430-61.3% |