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 | $2,610 |
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 | $16,570 | $101,317-83.6% | $146,958-88.7% | $74,495-77.8% |
| Participation rate | 75.3% | 75.5%-0.2pp | 82.2%-6.8pp | 67.2%+8.1pp |
| Annual return | 13.81% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $4,054 | $3,810+6.4% | $4,933-17.8% | $2,623+54.6% |
| Participant deferral / active EE | $1,283 | $7,303-82.4% | $8,070-84.1% | $4,346-70.5% |
| Admin fee / account holder | $222 | $1,739-87.2% | $12,998-98.3% | $1,942-88.5% |