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 |
|---|---|---|
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $17,708 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $13,321 |
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 | $24,852 | $84,556-70.6% | $116,228-78.6% | $74,304-66.6% |
| Participation rate | 91.8% | 66.0%+25.8pp | 74.6%+17.3pp | 60.3%+31.5pp |
| Annual return | 17.41% | 18.35%-0.9pp | 90.06%-72.7pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,721 | $2,168+25.5% | $2,994-9.1% | $2,241+21.4% |
| Participant deferral / active EE | $1,785 | $3,814-53.2% | $4,953-64.0% | $3,767-52.6% |
| Admin fee / account holder | $265 | $3,792-93.0% | $11,989-97.8% | $2,969-91.1% |