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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,654 | $95,803+171.0% | $113,168+129.4% | $84,808+206.2% |
| Participation rate | 65.6% | 72.9%-7.2pp | 76.6%-10.9pp | 68.3%-2.7pp |
| Annual return | 13.32% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,066 | $2,360+157.0% | $2,975+103.9% | $2,631+130.6% |
| Participant deferral / active EE | $18,198 | $4,242+329.0% | $5,107+256.3% | $4,212+332.1% |
| Admin fee / account holder | $92 | $8,989-99.0% | $12,068-99.2% | $7,344-98.7% |