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 Service code 15 · EIN 01-0233346 | Recordkeeping | $1,481 |
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 | $32,778 | $65,435-49.9% | $86,677-62.2% | $66,914-51.0% |
| Participation rate | 45.1% | 75.5%-30.3pp | 76.6%-31.4pp | 69.8%-24.7pp |
| Annual return | -18.63% | -10.89%-7.7pp | 35.91%-54.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,378 | $2,153-36.0% | $2,836-51.4% | $2,544-45.8% |
| Participant deferral / active EE | $2,870 | $4,100-30.0% | $4,656-38.3% | $4,237-32.3% |
| Admin fee / account holder | $452 | $642-29.6% | $7,493-94.0% | $593-23.9% |