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 Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $70,171 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MGT Service code 27 · EIN 22-3952636 | Advisory (Plan) | $41,912 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,800 | $95,880-58.5% | $107,525-63.0% | $85,563-53.5% |
| Participation rate | 56.9% | 70.1%-13.2pp | 75.1%-18.2pp | 66.0%-9.1pp |
| Annual return | 15.49% | 68.06%-52.6pp | 181.32%-165.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $359 | $3,812-90.6% | $3,754-90.4% | $2,654-86.5% |
| Participant deferral / active EE | $2,312 | $4,201-45.0% | $5,116-54.8% | $4,375-47.2% |
| Admin fee / account holder | $171 | $1,025-83.3% | $8,919-98.1% | $834-79.5% |