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 LIFE INSURANCE COMANY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,393 |
Filed as: MCDONALD FINANCIAL SERVICES Service code 26 · EIN 63-1204395 | Advisory (Participants) | $0 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,380 | $165,335-53.8% | $149,696-49.0% | $158,922-51.9% |
| Participation rate | 68.2% | 84.6%-16.4pp | 82.5%-14.3pp | 82.0%-13.8pp |
| Annual return | 13.61% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,459 | $5,103-71.4% | $4,644-68.6% | $4,761-69.4% |
| Participant deferral / active EE | $3,951 | $7,181-45.0% | $6,842-42.2% | $5,982-33.9% |
| Admin fee / account holder | $11,993 | $10,807+11.0% | $9,309+28.8% | $11,246+6.6% |