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 9-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 | Recordkeeping | $1,852 |
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.
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 | $18,095 | $91,407-80.2% | $135,903-86.7% | $71,457-74.7% |
| Participation rate | 73.6% | 75.7%-2.0pp | 81.9%-8.3pp | 67.9%+5.7pp |
| Annual return | 261.20% | 29.90%+231.3pp | 68.23%+193.0pp | 28.85%+232.4pp |
| Employer contribution / active EE | $5,807 | $3,703+56.8% | $4,856+19.6% | $2,588+124.4% |
| Participant deferral / active EE | $1,400 | $7,092-80.3% | $7,758-82.0% | $4,289-67.4% |
| Admin fee / account holder | $222 | $1,266-82.5% | $10,762-97.9% | $1,587-86.0% |