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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $352 |
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 | $83,413 | $57,831+44.2% | $82,389+1.2% | $85,563-2.5% |
| Participation rate | 52.2% | 55.0%-2.8pp | 69.5%-17.4pp | 66.0%-13.8pp |
| Annual return | 15.98% | 17.86%-1.9pp | 28.67%-12.7pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,039 | $1,643+24.1% | $2,517-19.0% | $2,654-23.2% |
| Participant deferral / active EE | $4,125 | $3,118+32.3% | $4,155-0.7% | $4,375-5.7% |
| Admin fee / account holder | $464 | $1,391-66.7% | $7,231-93.6% | $834-44.4% |