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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,269 | $55,415-9.3% | $155,509-67.7% | $74,495-32.5% |
| Participation rate | 22.0% | 61.9%-39.9pp | 78.2%-56.2pp | 67.2%-45.2pp |
| Annual return | 14.96% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $361 | $2,267-84.1% | $4,672-92.3% | $2,623-86.2% |
| Participant deferral / active EE | $810 | $2,836-71.4% | $5,626-85.6% | $4,346-81.4% |
| Admin fee / account holder | $13 | $1,738-99.3% | $15,912-99.9% | $1,942-99.3% |