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 | $150 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 | Recordkeeping | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,893 | $58,879+11.9% | $178,490-63.1% | $73,488-10.3% |
| Participation rate | 48.5% | 66.2%-17.8pp | 81.9%-33.5pp | 70.7%-22.2pp |
| Annual return | 14.76% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,035 | $2,236-53.7% | $5,011-79.4% | $2,270-54.4% |
| Participant deferral / active EE | $874 | $2,567-66.0% | $5,202-83.2% | $3,740-76.6% |
| Admin fee / account holder | $505 | $400+26.3% | $13,984-96.4% | $513-1.5% |