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 3-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 (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
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 | $6,875 | $78,485-91.2% | $106,213-93.5% | $74,495-90.8% |
| Participation rate | 97.1% | 72.8%+24.3pp | 75.3%+21.8pp | 67.2%+29.9pp |
| Annual return | 12.38% | 15.95%-3.6pp | 116.14%-103.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,053 | $2,523-58.2% | $3,171-66.8% | $2,623-59.8% |
| Participant deferral / active EE | $2,888 | $4,322-33.2% | $5,016-42.4% | $4,346-33.5% |
| Admin fee / account holder | $46 | $2,232-97.9% | $11,033-99.6% | $1,942-97.6% |