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 | $225 |
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 | $35,617 | $49,138-27.5% | $84,015-57.6% | $65,185-45.4% |
| Participation rate | 34.9% | 60.7%-25.8pp | 69.0%-34.1pp | 70.2%-35.3pp |
| Annual return | 20.73% | 23.00%-2.3pp | 71.31%-50.6pp | 29.38%-8.7pp |
| Employer contribution / active EE | $733 | $914-19.7% | $1,983-63.0% | $2,177-66.3% |
| Participant deferral / active EE | $1,255 | $2,397-47.7% | $3,239-61.3% | $3,514-64.3% |
| Admin fee / account holder | $209 | $543-61.6% | $6,101-96.6% | $847-75.4% |