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 | $99,643 |
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 | $74,797 | $54,193+38.0% | $93,606-20.1% | $77,643-3.7% |
| Participation rate | 63.8% | 63.9%-0.1pp | 68.7%-4.9pp | 70.6%-6.7pp |
| Annual return | 9.94% | 30.54%-20.6pp | 133.20%-123.3pp | 31.24%-21.3pp |
| Employer contribution / active EE | $1,821 | $1,168+55.9% | $2,420-24.7% | $2,726-33.2% |
| Participant deferral / active EE | $3,402 | $3,144+8.2% | $4,411-22.9% | $4,647-26.8% |
| Admin fee / account holder | $278 | $576-51.8% | $8,285-96.6% | $430-35.5% |