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 8-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 | Recordkeeping | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,401 | $74,706-86.1% | $75,696-86.3% | $79,386-86.9% |
| Participation rate | 68.0% | 75.3%-7.3pp | 74.8%-6.8pp | 70.7%-2.7pp |
| Annual return | 20.26% | 18.52%+1.7pp | 104.53%-84.3pp | 116.85%-96.6pp |
| Employer contribution / active EE | $595 | $2,590-77.0% | $2,743-78.3% | $2,427-75.5% |
| Participant deferral / active EE | $1,740 | $3,533-50.8% | $3,821-54.5% | $4,046-57.0% |
| Admin fee / account holder | $49 | $374-87.0% | $3,619-98.7% | $626-92.3% |