Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Service code 15 · EIN 01-0233346 | Recordkeeping | $73,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,654 | $95,453+172.0% | $112,040+131.8% | $82,448+214.9% |
| Participation rate | 65.6% | 72.8%-7.1pp | 76.5%-10.9pp | 68.1%-2.4pp |
| Annual return | 13.32% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $6,066 | $2,318+161.7% | $2,954+105.4% | $2,551+137.8% |
| Participant deferral / active EE | $18,198 | $4,224+330.8% | $5,098+257.0% | $4,139+339.6% |
| Admin fee / account holder | $92 | $9,013-99.0% | $12,098-99.2% | $7,234-98.7% |