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 | $53,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,603 | $50,815+19.3% | $155,509-61.0% | $77,643-21.9% |
| Participation rate | 48.9% | 63.1%-14.2pp | 78.2%-29.2pp | 70.6%-21.6pp |
| Annual return | 16.59% | 34.80%-18.2pp | 64.67%-48.1pp | 31.24%-14.6pp |
| Employer contribution / active EE | $1,516 | $1,993-23.9% | $4,672-67.6% | $2,726-44.4% |
| Participant deferral / active EE | $3,373 | $2,822+19.5% | $5,626-40.0% | $4,647-27.4% |
| Admin fee / account holder | $192 | $437-56.1% | $15,912-98.8% | $430-55.5% |