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 · EIN 01-0233346 | Recordkeeping | $276 |
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.
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 | $27,305 | $57,096-52.2% | $94,224-71.0% | $55,191-50.5% |
| Participation rate | 19.1% | 75.7%-56.5pp | 78.8%-59.6pp | 69.2%-50.0pp |
| Annual return | 3.17% | 159.65%-156.5pp | 10.68%-7.5pp | 10.78%-7.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,308 | $3,165-58.7% | $4,320-69.7% | $3,046-57.0% |
| Admin fee / account holder | $107 | $89+20.2% | $6,269-98.3% | $91+18.1% |