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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $786 |
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 | $40,880 | $80,177-49.0% | $123,892-67.0% | $57,658-29.1% |
| Participation rate | 64.1% | 74.4%-10.4pp | 81.4%-17.3pp | 70.2%-6.2pp |
| Annual return | 8.63% | 17.90%-9.3pp | 47.52%-38.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,002 | $2,913-65.6% | $4,617-78.3% | $1,974-49.2% |
| Participant deferral / active EE | $3,296 | $5,130-35.8% | $5,984-44.9% | $3,061+7.7% |
| Admin fee / account holder | $73 | $106-31.3% | $8,357-99.1% | $95-22.8% |