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. Service code 15 · EIN 01-0233346 | Recordkeeping | $3,184 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,470 | $66,098-70.5% | $101,794-80.9% | $74,304-73.8% |
| Participation rate | 86.6% | 53.8%+32.8pp | 69.2%+17.4pp | 60.3%+26.2pp |
| Annual return | 12.23% | 19.59%-7.4pp | 30.53%-18.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $460 | $1,082-57.5% | $2,289-79.9% | $2,241-79.5% |
| Participant deferral / active EE | $2,758 | $2,781-0.8% | $4,084-32.5% | $3,767-26.8% |
| Admin fee / account holder | $241 | $4,146-94.2% | $8,777-97.3% | $2,969-91.9% |