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 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Participants) | $28,836 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,494 |
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 | $86,236 | $69,477+24.1% | $94,646-8.9% | $71,457+20.7% |
| Participation rate | 69.7% | 78.4%-8.7pp | 80.8%-11.1pp | 67.9%+1.8pp |
| Annual return | 19.33% | 29.66%-10.3pp | 156.71%-137.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,220 | $2,853-22.2% | $3,672-39.5% | $2,588-14.2% |
| Participant deferral / active EE | $3,773 | $7,345-48.6% | $7,418-49.1% | $4,289-12.0% |
| Admin fee / account holder | $356 | $1,210-70.6% | $7,231-95.1% | $1,587-77.6% |