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 7-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 | $2,187 |
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 | $11,859 | $58,879-79.9% | $178,490-93.4% | $73,488-83.9% |
| Participation rate | 14.9% | 66.2%-51.3pp | 81.9%-67.0pp | 70.7%-55.7pp |
| Annual return | 28.84% | 24.86%+4.0pp | 151.07%-122.2pp | 28.51%+0.3pp |
| Employer contribution / active EE | $422 | $2,236-81.1% | $5,011-91.6% | $2,270-81.4% |
| Participant deferral / active EE | $763 | $2,567-70.3% | $5,202-85.3% | $3,740-79.6% |
| Admin fee / account holder | $50 | $400-87.5% | $13,984-99.6% | $513-90.2% |