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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,488 | $55,415-41.4% | $155,509-79.1% | $74,495-56.4% |
| Participation rate | 63.7% | 61.9%+1.8pp | 78.2%-14.5pp | 67.2%-3.5pp |
| Annual return | 11.73% | 268.50%-256.8pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $814 | $2,267-64.1% | $4,672-82.6% | $2,623-69.0% |
| Participant deferral / active EE | $1,985 | $2,836-30.0% | $5,626-64.7% | $4,346-54.3% |
| Admin fee / account holder | $278 | $1,738-84.0% | $15,912-98.3% | $1,942-85.7% |