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 | $375 |
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.)
Annual investment return 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 | $134,662 | $63,745+111.3% | $98,442+36.8% | $79,386+69.6% |
| Participation rate | 38.1% | 69.9%-31.7pp | 73.3%-35.2pp | 70.7%-32.6pp |
| Annual return | 11.52% | 625.80%-614.3pp | 1492.73%-1481.2pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,735 | $2,557-32.1% | $2,960-41.4% | $2,427-28.5% |
| Participant deferral / active EE | $3,619 | $3,303+9.5% | $4,276-15.4% | $4,046-10.6% |
| Admin fee / account holder | $950 | $516+84.3% | $5,949-84.0% | $626+51.6% |