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 | $122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $37,095 | $63,114-41.2% | $92,893-60.1% | $65,185-43.1% |
| Participation rate | 14.2% | 68.8%-54.6pp | 76.0%-61.8pp | 70.2%-56.0pp |
| Annual return | 28.02% | 28.75%-0.7pp | 109.41%-81.4pp | 29.38%-1.4pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $420 | $3,108-86.5% | $4,236-90.1% | $3,514-88.0% |
| Admin fee / account holder | $299 | $624-52.1% | $5,794-94.8% | $847-64.7% |