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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,617 | $56,317+73.3% | $71,209+37.1% | $74,304+31.4% |
| Participation rate | 66.7% | 55.1%+11.5pp | 73.8%-7.1pp | 60.3%+6.3pp |
| Annual return | 13.14% | 42.83%-29.7pp | 282.51%-269.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,074 | $2,160-50.3% | $2,721-60.5% | $2,241-52.1% |
| Participant deferral / active EE | $3,289 | $2,788+18.0% | $4,175-21.2% | $3,767-12.7% |
| Admin fee / account holder | $0 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |