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 15 · EIN 76-0188119 | Recordkeeping | $17,103 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 37 · EIN 01-0233346 | Loan Processing | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,697 | $60,488-42.6% | $109,895-68.4% | $79,386-56.3% |
| Participation rate | 25.5% | 67.0%-41.5pp | 74.2%-48.7pp | 70.7%-45.2pp |
| Annual return | 15.54% | 189.57%-174.0pp | 29.45%-13.9pp | 116.85%-101.3pp |
| Employer contribution / active EE | $572 | $1,649-65.3% | $2,842-79.9% | $2,427-76.4% |
| Participant deferral / active EE | $819 | $3,220-74.6% | $4,048-79.8% | $4,046-79.8% |
| Admin fee / account holder | $325 | $605-46.3% | $6,066-94.6% | $626-48.2% |