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 | $35,029 |
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 | $17,350 | $86,929-80.0% | $102,423-83.1% | $80,856-78.5% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 11.93% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,725 | $2,369+57.2% | $3,023+23.2% | $2,755+35.2% |
| Participant deferral / active EE | $4,195 | $4,118+1.9% | $5,053-17.0% | $4,296-2.3% |
| Admin fee / account holder | $143 | $8,049-98.2% | $9,451-98.5% | $6,918-97.9% |