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 | $2,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $74,180 | $33,232+123.2% | $71,796+3.3% | $63,975+16.0% |
| Participation rate | 26.6% | 60.1%-33.5pp | 69.1%-42.5pp | 71.1%-44.5pp |
| Annual return | 6.83% | 11.99%-5.2pp | 78.04%-71.2pp | 48.65%-41.8pp |
| Employer contribution / active EE | $0 | $723-100.0% | $1,924-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,631 | $1,604+1.7% | $2,794-41.6% | $3,356-51.4% |
| Admin fee / account holder | $30 | $63-53.1% | $4,815-99.4% | $70-57.7% |