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 |
|---|---|---|
THE BENEFIT PRACTICE6 years Service code 50 · EIN 13-4144565 | Direct Payment | $18,846 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 13-3646501 | Recordkeeping | $12,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,101 | $82,202-63.4% | $125,339-76.0% | $64,808-53.6% |
| Participation rate | 57.4% | 77.9%-20.4pp | 82.4%-24.9pp | 71.5%-14.0pp |
| Annual return | -16.59% | 3.48%-20.1pp | 572.05%-588.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $208 | $3,615-94.3% | $4,814-95.7% | $2,506-91.7% |
| Participant deferral / active EE | $5,659 | $7,175-21.1% | $7,446-24.0% | $4,310+31.3% |
| Admin fee / account holder | $89 | $163-45.5% | $10,010-99.1% | $188-52.6% |