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) | $25,375 |
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $478 |
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 | $120,773 | $71,516+68.9% | $98,439+22.7% | $71,457+69.0% |
| Participation rate | 55.6% | 72.7%-17.1pp | 75.2%-19.6pp | 67.9%-12.4pp |
| Annual return | 15.72% | 32.41%-16.7pp | 21.16%-5.4pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,744 | $2,399-27.3% | $3,048-42.8% | $2,588-32.6% |
| Participant deferral / active EE | $3,620 | $4,109-11.9% | $4,738-23.6% | $4,289-15.6% |
| Admin fee / account holder | $511 | $1,675-69.5% | $8,948-94.3% | $1,587-67.8% |