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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $20,086 | $69,977-71.3% | $108,579-81.5% | $62,891-68.1% |
| Participation rate | 55.4% | 72.9%-17.5pp | 79.6%-24.1pp | 69.3%-13.9pp |
| Annual return | 5.27% | 10.73%-5.5pp | -51.70%+57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $480 | $2,135-77.5% | $3,758-87.2% | $2,281-78.9% |
| Participant deferral / active EE | $1,005 | $3,165-68.2% | $4,311-76.7% | $3,203-68.6% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |