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 10 · EIN 59-3560915 | Accounting | $5,771 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,216 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,629 | $81,908-85.8% | $90,749-87.2% | $64,808-82.1% |
| Participation rate | 77.2% | 80.5%-3.3pp | 75.7%+1.5pp | 71.5%+5.7pp |
| Annual return | -17.73% | -12.53%-5.2pp | -12.16%-5.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,666 | $3,065-45.6% | $2,921-43.0% | $2,506-33.5% |
| Participant deferral / active EE | $2,011 | $4,840-58.4% | $4,564-55.9% | $4,310-53.3% |
| Admin fee / account holder | $119 | $157-24.2% | $8,445-98.6% | $188-36.6% |