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 Service code 15 · EIN 01-0233346 | Recordkeeping | $5,230 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,789 | $66,457+15.5% | $81,438-5.7% | $77,671-1.1% |
| Participation rate | 49.2% | 68.7%-19.5pp | 69.5%-20.3pp | 70.6%-21.4pp |
| Annual return | 12.05% | 15.93%-3.9pp | 24.74%-12.7pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,204 | $2,159-44.3% | $2,460-51.1% | $2,726-55.9% |
| Participant deferral / active EE | $2,239 | $3,679-39.1% | $3,883-42.3% | $4,648-51.8% |
| Admin fee / account holder | $429 | $583-26.3% | $5,764-92.5% | $430-0.2% |