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 | Recordkeeping | $1,845 |
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 | $23,172 | $46,732-50.4% | $156,549-85.2% | $55,167-58.0% |
| Participation rate | 45.2% | 65.8%-20.6pp | 84.0%-38.8pp | 69.0%-23.8pp |
| Annual return | 6.44% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $584 | $2,105-72.2% | $5,501-89.4% | $1,963-70.2% |
| Participant deferral / active EE | $1,260 | $2,204-42.8% | $4,871-74.1% | $3,054-58.8% |
| Admin fee / account holder | $21 | $418-95.1% | $13,027-99.8% | $504-95.9% |