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 7-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 142010600 | Recordkeeping | $29,582 |
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 | $12,776 | $65,435-80.5% | $86,677-85.3% | $66,914-80.9% |
| Participation rate | 94.8% | 75.5%+19.4pp | 76.6%+18.2pp | 69.8%+25.0pp |
| Annual return | -20.27% | -10.89%-9.4pp | 35.91%-56.2pp | 1.58%-21.9pp |
| Employer contribution / active EE | $3,587 | $2,153+66.6% | $2,836+26.5% | $2,544+41.0% |
| Participant deferral / active EE | $4,030 | $4,100-1.7% | $4,656-13.4% | $4,237-4.9% |
| Admin fee / account holder | $126 | $642-80.4% | $7,493-98.3% | $593-78.8% |