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 | Recordkeeping | $690 |
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 | $63,976 | $48,750+31.2% | $88,946-28.1% | $74,304-13.9% |
| Participation rate | 60.2% | 44.5%+15.7pp | 68.8%-8.7pp | 60.3%-0.2pp |
| Annual return | 15.17% | 25.91%-10.7pp | 57.82%-42.7pp | 29.43%-14.3pp |
| Employer contribution / active EE | $704 | $1,255-43.9% | $2,555-72.4% | $2,241-68.6% |
| Participant deferral / active EE | $5,678 | $2,423+134.3% | $4,581+23.9% | $3,767+50.7% |
| Admin fee / account holder | $367 | $3,756-90.2% | $8,261-95.6% | $2,969-87.7% |