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 INS CO USA Service code 15 · EIN 01-0233346 PO BOX 7247-7122 · PHILADELPHIA, PA 191707122 | Recordkeeping | $1,400 |
Filed as: NORTHWESTERN MUTUAL LIFE INS CO Service code 63 · EIN 52-2114207 720 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | 12b-1 Fees | $0 |
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.
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 | $14,406 | $37,117-61.2% | $147,614-90.2% | $55,191-73.9% |
| Participation rate | 80.1% | 63.6%+16.4pp | 84.6%-4.6pp | 69.2%+10.9pp |
| Annual return | -1.65% | 3.44%-5.1pp | 61.98%-63.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $575 | $1,620-64.5% | $5,564-89.7% | $1,899-69.7% |
| Participant deferral / active EE | $1,153 | $1,985-41.9% | $4,895-76.4% | $3,046-62.1% |
| Admin fee / account holder | $2 | $86-97.1% | $11,611-100.0% | $91-97.3% |