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 | Recordkeeping | $0 |
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 | $18,691 | $47,977-61.0% | $154,107-87.9% | $56,287-66.8% |
| Participation rate | 55.4% | 66.2%-10.8pp | 83.0%-27.6pp | 69.9%-14.4pp |
| Annual return | 14.46% | 3.54%+10.9pp | 735.12%-720.7pp | -9.96%+24.4pp |
| Employer contribution / active EE | $1,446 | $2,169-33.3% | $5,298-72.7% | $2,111-31.5% |
| Participant deferral / active EE | $3,119 | $2,392+30.4% | $5,081-38.6% | $3,350-6.9% |
| Admin fee / account holder | $126 | $438-71.3% | $13,411-99.1% | $521-75.9% |