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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $45,791 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $34,544 |
Employer contribution per participant 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 | $40,378 | $89,465-54.9% | $164,866-75.5% | $77,671-48.0% |
| Participation rate | 95.4% | 78.6%+16.8pp | 78.6%+16.8pp | 70.6%+24.9pp |
| Annual return | 12.69% | 28.81%-16.1pp | 69.97%-57.3pp | 31.21%-18.5pp |
| Employer contribution / active EE | $541 | $2,568-78.9% | $4,343-87.5% | $2,726-80.2% |
| Participant deferral / active EE | $2,987 | $4,897-39.0% | $6,033-50.5% | $4,648-35.7% |
| Admin fee / account holder | $271 | $340-20.3% | $12,689-97.9% | $430-37.1% |