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 9-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 | $28,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,012 | $65,061-73.9% | $143,757-88.2% | $66,914-74.6% |
| Participation rate | 63.0% | 65.2%-2.2pp | 80.3%-17.3pp | 69.8%-6.8pp |
| Annual return | -13.65% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,077 | $2,361-54.4% | $4,951-78.2% | $2,544-57.7% |
| Participant deferral / active EE | $2,042 | $2,919-30.0% | $5,637-63.8% | $4,237-51.8% |
| Admin fee / account holder | $139 | $502-72.4% | $14,673-99.1% | $593-76.6% |