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 | $734 |
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 | $48,020 | $35,485+35.3% | $74,550-35.6% | $55,725-13.8% |
| Participation rate | 48.3% | 62.5%-14.3pp | 69.1%-20.9pp | 70.9%-22.6pp |
| Annual return | -6.60% | 0.72%-7.3pp | 32.53%-39.1pp | 244.93%-251.5pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,961 | $2,181-10.1% | $3,108-36.9% | $3,356-41.6% |
| Admin fee / account holder | $263 | $114+130.1% | $5,060-94.8% | $115+128.4% |