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 Filed as: JOHN HANCOCK USA Service code 15 · EIN 80-0709115 | Recordkeeping | $136,086 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $65,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,885 | $84,030-16.8% | $126,539-44.8% | $102,872-32.1% |
| Participation rate | 58.9% | 58.3%+0.7pp | 69.8%-10.9pp | 73.0%-14.1pp |
| Annual return | 12.40% | 17.79%-5.4pp | 425.95%-413.5pp | 19.06%-6.7pp |
| Employer contribution / active EE | $2,261 | $3,287-31.2% | $3,674-38.4% | $3,526-35.9% |
| Participant deferral / active EE | $3,019 | $3,749-19.5% | $4,083-26.1% | $5,535-45.5% |
| Admin fee / account holder | $187 | $299-37.5% | $6,065-96.9% | $292-36.0% |