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 | Recordkeeping | $582 |
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 | $79,409 | $45,031+76.3% | $84,966-6.5% | $77,643+2.3% |
| Participation rate | 65.2% | 48.7%+16.6pp | 67.5%-2.3pp | 70.6%-5.3pp |
| Annual return | 16.19% | 79.22%-63.0pp | 66.38%-50.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $462 | $1,609-71.3% | $2,727-83.1% | $2,726-83.1% |
| Participant deferral / active EE | $3,471 | $2,807+23.6% | $4,519-23.2% | $4,647-25.3% |
| Admin fee / account holder | $441 | $912-51.6% | $6,149-92.8% | $430+2.5% |