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 COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $10,677 |
M HOLDINGS SECURITIES INC4 years Filed as: M HOLDINGS SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $6,182 |
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 | $37,795 | $55,415-31.8% | $155,509-75.7% | $74,495-49.3% |
| Participation rate | 45.3% | 61.9%-16.6pp | 78.2%-32.9pp | 67.2%-21.9pp |
| Annual return | 13.96% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $387 | $2,267-82.9% | $4,672-91.7% | $2,623-85.2% |
| Participant deferral / active EE | $1,303 | $2,836-54.1% | $5,626-76.8% | $4,346-70.0% |
| Admin fee / account holder | $139 | $1,738-92.0% | $15,912-99.1% | $1,942-92.8% |