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. Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $112 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,103 | $87,841-66.9% | $133,980-78.3% | $62,891-53.7% |
| Participation rate | 72.0% | 83.4%-11.4pp | 87.1%-15.1pp | 69.3%+2.7pp |
| Annual return | 9.03% | 12.05%-3.0pp | 29.30%-20.3pp | 20.14%-11.1pp |
| Employer contribution / active EE | $558 | $3,483-84.0% | $5,211-89.3% | $2,281-75.5% |
| Participant deferral / active EE | $3,049 | $4,812-36.6% | $6,282-51.5% | $3,203-4.8% |
| Admin fee / account holder | $87 | $5,371-98.4% | $9,324-99.1% | $4,296-98.0% |