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 COMPANY11+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $512 |
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 | $56,174 | $49,915+12.5% | $154,803-63.7% | $74,304-24.4% |
| Participation rate | 25.0% | 54.0%-29.0pp | 78.1%-53.1pp | 60.3%-35.3pp |
| Annual return | 18.61% | 34.06%-15.4pp | 58.88%-40.3pp | 29.43%-10.8pp |
| Employer contribution / active EE | $478 | $1,611-70.4% | $4,305-88.9% | $2,241-78.7% |
| Participant deferral / active EE | $1,021 | $2,255-54.7% | $5,540-81.6% | $3,767-72.9% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |