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 COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $30,096 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,270 | $49,915+10.7% | $154,803-64.3% | $74,304-25.6% |
| Participation rate | 98.8% | 54.0%+44.9pp | 78.1%+20.8pp | 60.3%+38.5pp |
| Annual return | 10.73% | 34.06%-23.3pp | 58.88%-48.2pp | 29.43%-18.7pp |
| Employer contribution / active EE | $2,206 | $1,611+36.9% | $4,305-48.8% | $2,241-1.6% |
| Participant deferral / active EE | $1,679 | $2,255-25.5% | $5,540-69.7% | $3,767-55.4% |
| Admin fee / account holder | $277 | $2,189-87.3% | $14,329-98.1% | $2,969-90.7% |