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 | $26,528 |
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 | $33,402 | $43,423-23.1% | $78,689-57.6% | $55,167-39.5% |
| Participation rate | 62.4% | 68.0%-5.6pp | 73.6%-11.1pp | 69.0%-6.6pp |
| Annual return | 7.95% | 11.53%-3.6pp | 62.18%-54.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $388 | $1,997-80.6% | $2,851-86.4% | $1,963-80.2% |
| Participant deferral / active EE | $1,582 | $2,509-37.0% | $3,517-55.0% | $3,054-48.2% |
| Admin fee / account holder | $231 | $416-44.5% | $4,510-94.9% | $504-54.2% |