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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $5,936 |
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 | $53,880 | $82,202-34.5% | $125,339-57.0% | $64,808-16.9% |
| Participation rate | 62.1% | 77.9%-15.8pp | 82.4%-20.3pp | 71.5%-9.4pp |
| Annual return | -14.62% | 3.48%-18.1pp | 572.05%-586.7pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,541 | $3,615-57.4% | $4,814-68.0% | $2,506-38.5% |
| Participant deferral / active EE | $5,695 | $7,175-20.6% | $7,446-23.5% | $4,310+32.1% |
| Admin fee / account holder | $431 | $163+163.7% | $10,010-95.7% | $188+129.3% |