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 CO Service code 15 · EIN 01-0233346 | Recordkeeping | $515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,961 | $56,110+33.6% | $94,993-21.1% | $70,131+6.9% |
| Participation rate | 47.9% | 65.0%-17.1pp | 73.9%-26.0pp | 69.5%-21.6pp |
| Annual return | 15.45% | 51.02%-35.6pp | 27.12%-11.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $870 | $1,442-39.6% | $2,603-66.6% | $2,342-62.8% |
| Participant deferral / active EE | $3,581 | $2,391+49.7% | $3,317+7.9% | $3,332+7.5% |
| Admin fee / account holder | $42 | $3,456-98.8% | $4,960-99.1% | $4,645-99.1% |