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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $982 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,166 | $72,607-54.3% | $90,749-63.5% | $66,914-50.4% |
| Participation rate | 44.4% | 73.7%-29.3pp | 75.7%-31.3pp | 69.8%-25.4pp |
| Annual return | -18.00% | -12.28%-5.7pp | -12.16%-5.8pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,175 | $2,369-50.4% | $2,921-59.8% | $2,544-53.8% |
| Participant deferral / active EE | $2,189 | $3,977-45.0% | $4,564-52.0% | $4,237-48.3% |
| Admin fee / account holder | $297 | $707-58.1% | $8,445-96.5% | $593-50.0% |