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) | $47,336 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 13-3646501 | Recordkeeping | $1,708 |
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 | $109,098 | $89,436+22.0% | $164,813-33.8% | $77,643+40.5% |
| Participation rate | 49.6% | 78.6%-29.0pp | 78.6%-29.0pp | 70.6%-21.0pp |
| Annual return | 13.94% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,971 | $2,569-23.3% | $4,341-54.6% | $2,726-27.7% |
| Participant deferral / active EE | $4,098 | $4,897-16.3% | $6,031-32.1% | $4,647-11.8% |
| Admin fee / account holder | $608 | $339+79.1% | $12,690-95.2% | $430+41.3% |