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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,179 |
Annual investment return 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.
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 | $21,012 | $80,968-74.0% | $96,544-78.2% | $75,163-72.0% |
| Participation rate | 97.6% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | 11.44% | 27.06%-15.6pp | 25.84%-14.4pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,031 | $2,282-54.8% | $2,965-65.2% | $2,670-61.4% |
| Participant deferral / active EE | $1,925 | $3,928-51.0% | $4,851-60.3% | $4,125-53.3% |
| Admin fee / account holder | $241 | $6,724-96.4% | $8,252-97.1% | $5,651-95.7% |