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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,203 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,516 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,723 | $35,986+57.6% | $77,482-26.8% | $73,488-22.8% |
| Participation rate | 41.2% | 40.8%+0.4pp | 54.2%-13.0pp | 70.7%-29.5pp |
| Annual return | 11.86% | 19.26%-7.4pp | 54.79%-42.9pp | 28.51%-16.7pp |
| Employer contribution / active EE | $577 | $557+3.5% | $986-41.5% | $2,270-74.6% |
| Participant deferral / active EE | $1,814 | $1,198+51.4% | $1,861-2.6% | $3,740-51.5% |
| Admin fee / account holder | $334 | $466-28.3% | $2,858-88.3% | $513-34.9% |