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 (U.S.A) Service code 15 · EIN 01-0233346 | Recordkeeping | $138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,907 | $52,681-54.6% | $75,781-68.5% | $59,632-59.9% |
| Participation rate | 36.6% | 67.2%-30.6pp | 75.8%-39.2pp | 68.7%-32.1pp |
| Annual return | -2.44% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $1,605 | $2,193-26.8% | $3,323-51.7% | $2,203-27.1% |
| Participant deferral / active EE | $3,334 | $2,591+28.7% | $3,651-8.7% | $3,192+4.5% |
| Admin fee / account holder | $75 | $3,610-97.9% | $5,299-98.6% | $4,297-98.2% |