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 8-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 USA Service code 26 · EIN 01-0233346 | Advisory (Participants) | $9,773 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $6,161 |
Participant 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 | $18,376 | $104,475-82.4% | $159,436-88.5% | $79,386-76.9% |
| Participation rate | 76.3% | 76.6%-0.3pp | 82.8%-6.5pp | 70.7%+5.6pp |
| Annual return | 13.88% | 67.95%-54.1pp | 263.57%-249.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,789 | $3,417-47.6% | $4,829-63.0% | $2,427-26.3% |
| Participant deferral / active EE | $2,061 | $6,467-68.1% | $7,352-72.0% | $4,046-49.1% |
| Admin fee / account holder | $92 | $711-87.1% | $10,799-99.2% | $626-85.4% |