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 | $296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,218 | $78,485-33.5% | $106,213-50.8% | $74,495-29.9% |
| Participation rate | 59.9% | 72.8%-13.0pp | 75.3%-15.4pp | 67.2%-7.3pp |
| Annual return | 11.11% | 15.95%-4.8pp | 116.14%-105.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $209 | $2,523-91.7% | $3,171-93.4% | $2,623-92.0% |
| Participant deferral / active EE | $2,893 | $4,322-33.1% | $5,016-42.3% | $4,346-33.4% |
| Admin fee / account holder | $157 | $2,232-93.0% | $11,033-98.6% | $1,942-91.9% |