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 | $684 |
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 | $42,174 | $37,044+13.8% | $71,796-41.3% | $57,658-26.9% |
| Participation rate | 50.2% | 61.1%-10.9pp | 69.1%-18.9pp | 70.2%-20.1pp |
| Annual return | 7.61% | 12.64%-5.0pp | 78.04%-70.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,811 | $1,974-8.2% | $2,794-35.2% | $3,061-40.8% |
| Admin fee / account holder | $199 | $101+97.0% | $4,815-95.9% | $95+110.3% |