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 Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,661 | $78,422-72.4% | $95,952-77.4% | $79,858-72.9% |
| Participation rate | 62.9% | 73.5%-10.6pp | 77.1%-14.2pp | 69.6%-6.7pp |
| Annual return | 8.03% | 19.37%-11.3pp | 91.61%-83.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $953 | $1,945-51.0% | $2,541-62.5% | $2,471-61.4% |
| Participant deferral / active EE | $2,335 | $3,440-32.1% | $4,167-44.0% | $3,740-37.6% |
| Admin fee / account holder | $3 | $5,622-99.9% | $6,795-100.0% | $5,306-99.9% |