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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO,USA Service code 15 · EIN 01-0233346 | Recordkeeping | $146 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,582 | $76,670-87.5% | $96,683-90.1% | $71,457-86.6% |
| Participation rate | 77.9% | 66.6%+11.3pp | 74.3%+3.6pp | 67.9%+10.0pp |
| Annual return | 6.73% | 48.29%-41.6pp | 35.69%-29.0pp | 28.85%-22.1pp |
| Employer contribution / active EE | $1,375 | $3,031-54.6% | $3,737-63.2% | $2,588-46.9% |
| Participant deferral / active EE | $1,806 | $3,771-52.1% | $4,878-63.0% | $4,289-57.9% |
| Admin fee / account holder | $138 | $2,028-93.2% | $6,730-98.0% | $1,587-91.3% |