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 COMPANY11+ years Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $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.)
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,565 | $42,886+8.6% | $88,946-47.6% | $85,563-45.6% |
| Participation rate | 43.4% | 37.9%+5.5pp | 68.8%-25.4pp | 66.0%-22.5pp |
| Annual return | 15.28% | 44.56%-29.3pp | 57.82%-42.5pp | 31.51%-16.2pp |
| Employer contribution / active EE | $1,066 | $1,147-7.0% | $2,555-58.3% | $2,654-59.8% |
| Participant deferral / active EE | $2,400 | $2,108+13.9% | $4,581-47.6% | $4,375-45.1% |
| Admin fee / account holder | $440 | $2,263-80.6% | $8,261-94.7% | $834-47.3% |