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 INSURANCE CO. (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,487 | $50,464-33.6% | $75,781-55.8% | $52,331-36.0% |
| Participation rate | 50.6% | 66.8%-16.1pp | 75.8%-25.2pp | 68.1%-17.5pp |
| Annual return | -0.74% | 1.03%-1.8pp | 9.68%-10.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $813 | $1,988-59.1% | $3,323-75.5% | $1,882-56.8% |
| Participant deferral / active EE | $2,206 | $2,570-14.2% | $3,651-39.6% | $3,022-27.0% |
| Admin fee / account holder | $155 | $1,103-86.0% | $5,299-97.1% | $592-73.9% |