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 (USA) Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,250 |
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 | $60,806 | $50,815+19.7% | $155,509-60.9% | $77,643-21.7% |
| Participation rate | 57.1% | 63.1%-6.0pp | 78.2%-21.0pp | 70.6%-13.4pp |
| Annual return | 15.95% | 34.80%-18.9pp | 64.67%-48.7pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,127 | $1,993+6.7% | $4,672-54.5% | $2,726-22.0% |
| Participant deferral / active EE | $4,238 | $2,822+50.2% | $5,626-24.7% | $4,647-8.8% |
| Admin fee / account holder | $426 | $437-2.4% | $15,912-97.3% | $430-1.0% |