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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,870 |
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 | $92,302 | $59,417+55.3% | $93,606-1.4% | $74,495+23.9% |
| Participation rate | 51.0% | 59.7%-8.6pp | 68.7%-17.7pp | 67.2%-16.2pp |
| Annual return | 14.41% | 81.83%-67.4pp | 133.20%-118.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,843 | $1,264+45.9% | $2,420-23.8% | $2,623-29.7% |
| Participant deferral / active EE | $2,769 | $3,050-9.2% | $4,411-37.2% | $4,346-36.3% |
| Admin fee / account holder | $446 | $3,021-85.2% | $8,285-94.6% | $1,942-77.0% |