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 | $1,675 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,868 | $102,553-68.9% | $151,611-79.0% | $66,914-52.4% |
| Participation rate | 86.8% | 85.5%+1.3pp | 87.5%-0.7pp | 69.8%+17.0pp |
| Annual return | -13.49% | -10.82%-2.7pp | 3.33%-16.8pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,595 | $4,180-14.0% | $6,166-41.7% | $2,544+41.3% |
| Participant deferral / active EE | $4,304 | $6,641-35.2% | $8,363-48.5% | $4,237+1.6% |
| Admin fee / account holder | $211 | $630-66.4% | $11,616-98.2% | $593-64.4% |