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 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,000 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,681 | $99,957-84.3% | $149,696-89.5% | $73,488-78.7% |
| Participation rate | 78.3% | 75.7%+2.6pp | 82.5%-4.2pp | 70.7%+7.6pp |
| Annual return | 15.19% | 53.87%-38.7pp | 276.60%-261.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,332 | $3,191+4.4% | $4,644-28.3% | $2,270+46.8% |
| Participant deferral / active EE | $514 | $6,073-91.5% | $6,842-92.5% | $3,740-86.2% |
| Admin fee / account holder | $168 | $551-69.4% | $9,309-98.2% | $513-67.2% |