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 | $90,621-22.9% | $120,225-41.9% | $103,975-32.8% |
| Participation rate | 58.9% | 53.5%+5.5pp | 69.6%-10.6pp | 72.5%-13.6pp |
| Annual return | 12.40% | 16.48%-4.1pp | 439.23%-426.8pp | 19.41%-7.0pp |
| Employer contribution / active EE | $2,261 | $4,227-46.5% | $3,475-34.9% | $3,722-39.2% |
| Participant deferral / active EE | $3,019 | $3,312-8.9% | $3,999-24.5% | $5,343-43.5% |
| Admin fee / account holder | $187 | $428-56.3% | $5,696-96.7% | $332-43.8% |