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 USA Service code 15 | Recordkeeping | $3,242 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $6,850 | $50,637-86.5% | $86,590-92.1% | $62,292-89.0% |
| Participation rate | 36.2% | 67.9%-31.7pp | 73.5%-37.4pp | 69.5%-33.3pp |
| Annual return | 45.38% | 20.80%+24.6pp | 964.84%-919.5pp | 28.90%+16.5pp |
| Employer contribution / active EE | $751 | $2,075-63.8% | $2,839-73.6% | $2,042-63.2% |
| Participant deferral / active EE | $1,434 | $2,611-45.1% | $3,609-60.3% | $3,169-54.7% |
| Admin fee / account holder | $21 | $413-95.0% | $4,906-99.6% | $479-95.7% |