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 | $730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,748 | $48,064+9.7% | $78,778-33.0% | $69,631-24.2% |
| Participation rate | 47.8% | 61.6%-13.7pp | 69.2%-21.4pp | 70.7%-22.9pp |
| Annual return | 16.94% | 21.81%-4.9pp | 35.62%-18.7pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,802 | $2,079-13.3% | $2,958-39.1% | $3,224-44.1% |
| Admin fee / account holder | $249 | $152+63.6% | $5,134-95.2% | $110+125.1% |