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 Service code 37 · EIN 01-0233346 | Loan Processing | $50,387 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,913 | $54,193-76.2% | $93,606-86.2% | $77,643-83.4% |
| Participation rate | 76.9% | 63.9%+13.0pp | 68.7%+8.2pp | 70.6%+6.3pp |
| Annual return | 14.03% | 30.54%-16.5pp | 133.20%-119.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $104 | $1,168-91.1% | $2,420-95.7% | $2,726-96.2% |
| Participant deferral / active EE | $2,498 | $3,144-20.5% | $4,411-43.4% | $4,647-46.2% |
| Admin fee / account holder | $54 | $576-90.6% | $8,285-99.3% | $430-87.4% |