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 | $275 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,808 | $60,989-82.3% | $60,874-82.2% | $66,914-83.8% |
| Participation rate | 60.7% | 74.5%-13.8pp | 73.1%-12.4pp | 69.8%-9.1pp |
| Annual return | -15.69% | -9.60%-6.1pp | 16.90%-32.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $709 | $2,661-73.3% | $2,701-73.8% | $2,544-72.1% |
| Participant deferral / active EE | $2,427 | $3,615-32.8% | $3,817-36.4% | $4,237-42.7% |
| Admin fee / account holder | $62 | $338-81.7% | $3,224-98.1% | $593-89.5% |