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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,722 | $51,197+124.1% | $82,719+38.7% | $66,914+71.4% |
| Participation rate | 38.7% | 67.8%-29.1pp | 72.6%-33.8pp | 69.8%-31.1pp |
| Annual return | -16.09% | -9.64%-6.5pp | 701.18%-717.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,050 | $2,611-21.5% | $3,009-31.9% | $2,544-19.4% |
| Participant deferral / active EE | $4,324 | $3,458+25.1% | $4,395-1.6% | $4,237+2.1% |
| Admin fee / account holder | $944 | $416+127.3% | $5,329-82.3% | $593+59.2% |