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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $25,068 |
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 | $30,560 | $41,854-27.0% | $73,843-58.6% | $52,331-41.6% |
| Participation rate | 62.1% | 66.2%-4.1pp | 73.4%-11.3pp | 68.1%-6.0pp |
| Annual return | -1.57% | 2.11%-3.7pp | 2267.84%-2269.4pp | 4.54%-6.1pp |
| Employer contribution / active EE | $365 | $1,920-81.0% | $2,787-86.9% | $1,882-80.6% |
| Participant deferral / active EE | $1,510 | $2,498-39.5% | $3,583-57.9% | $3,022-50.0% |
| Admin fee / account holder | $223 | $493-54.8% | $4,880-95.4% | $592-62.4% |