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 | $72 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,740 | $64,119-9.9% | $112,228-48.6% | $66,914-13.7% |
| Participation rate | 14.0% | 68.5%-54.5pp | 75.1%-61.1pp | 69.8%-55.8pp |
| Annual return | -15.56% | -13.81%-1.8pp | 27.45%-43.0pp | 1.58%-17.1pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $540 | $3,693-85.4% | $4,728-88.6% | $4,237-87.2% |
| Admin fee / account holder | $520 | $625-16.9% | $6,410-91.9% | $593-12.4% |