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 | $67,358 |
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 | $74,018 | $73,404+0.8% | $87,100-15.0% | $67,579+9.5% |
| Participation rate | 69.2% | 80.9%-11.7pp | 76.9%-7.7pp | 71.3%-2.1pp |
| Annual return | 18.80% | 48.29%-29.5pp | 28.19%-9.4pp | 378.56%-359.8pp |
| Employer contribution / active EE | $2,069 | $2,014+2.7% | $2,521-18.0% | $2,148-3.7% |
| Participant deferral / active EE | $2,817 | $3,913-28.0% | $4,049-30.4% | $3,539-20.4% |
| Admin fee / account holder | $109 | $142-23.0% | $7,497-98.5% | $142-23.4% |