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 | $5,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,802 | $46,292-68.0% | $143,757-89.7% | $64,808-77.2% |
| Participation rate | 13.8% | 64.2%-50.4pp | 80.3%-66.5pp | 71.5%-57.7pp |
| Annual return | -15.62% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $422 | $1,910-77.9% | $4,951-91.5% | $2,506-83.1% |
| Participant deferral / active EE | $959 | $2,646-63.8% | $5,637-83.0% | $4,310-77.8% |
| Admin fee / account holder | $98 | $154-36.4% | $14,673-99.3% | $188-47.9% |