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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,025 |
Service code 26 · EIN 27-0645757 590 W CENTRE AVENUE · PORTAGE, MI 49024 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,796 | $44,873-49.2% | $79,464-71.3% | $56,287-59.5% |
| Participation rate | 82.4% | 68.7%+13.7pp | 73.3%+9.1pp | 69.9%+12.5pp |
| Annual return | 12.92% | 0.81%+12.1pp | 718.14%-705.2pp | -9.96%+22.9pp |
| Employer contribution / active EE | $1,882 | $2,140-12.0% | $2,800-32.8% | $2,111-10.8% |
| Participant deferral / active EE | $396 | $2,746-85.6% | $3,704-89.3% | $3,350-88.2% |
| Admin fee / account holder | $9 | $418-97.8% | $5,113-99.8% | $521-98.2% |