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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $24,827 |
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,276 | $72,607+50.5% | $90,749+20.4% | $66,914+63.3% |
| Participation rate | 52.7% | 73.7%-21.0pp | 75.7%-23.0pp | 69.8%-17.1pp |
| Annual return | -15.35% | -12.28%-3.1pp | -12.16%-3.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,692 | $2,369-28.6% | $2,921-42.1% | $2,544-33.5% |
| Participant deferral / active EE | $3,548 | $3,977-10.8% | $4,564-22.3% | $4,237-16.3% |
| Admin fee / account holder | $497 | $707-29.7% | $8,445-94.1% | $593-16.2% |