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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,500 |
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 | $48,143 | $47,126+2.2% | $149,673-67.8% | $74,419-35.3% |
| Participation rate | 59.9% | 63.4%-3.5pp | 78.8%-18.9pp | 70.7%-10.9pp |
| Annual return | 17.42% | 22.75%-5.3pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,145 | $1,905+12.6% | $4,818-55.5% | $2,637-18.7% |
| Participant deferral / active EE | $4,117 | $2,728+50.9% | $5,680-27.5% | $4,528-9.1% |
| Admin fee / account holder | $311 | $343-9.3% | $13,210-97.6% | $348-10.6% |