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 | $3,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,955 | $60,165-91.8% | $74,183-93.3% | $55,167-91.0% |
| Participation rate | 38.5% | 74.2%-35.7pp | 76.6%-38.2pp | 69.0%-30.5pp |
| Annual return | 5.78% | 10.00%-4.2pp | 17.74%-12.0pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,269 | $1,600-20.7% | $2,370-46.5% | $1,963-35.3% |
| Participant deferral / active EE | $39 | $2,973-98.7% | $3,550-98.9% | $3,054-98.7% |
| Admin fee / account holder | $53 | $419-87.5% | $5,586-99.1% | $504-89.6% |