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 142010600 | Recordkeeping | $21,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,995 | $60,165-50.1% | $74,183-59.6% | $55,167-45.6% |
| Participation rate | 55.7% | 74.2%-18.5pp | 76.6%-20.9pp | 69.0%-13.3pp |
| Annual return | 10.75% | 10.00%+0.8pp | 17.74%-7.0pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,384 | $1,600-13.5% | $2,370-41.6% | $1,963-29.5% |
| Participant deferral / active EE | $2,572 | $2,973-13.5% | $3,550-27.5% | $3,054-15.8% |
| Admin fee / account holder | $151 | $419-64.0% | $5,586-97.3% | $504-70.1% |