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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,160 | $61,156-57.2% | $185,823-85.9% | $79,386-67.0% |
| Participation rate | 42.2% | 66.6%-24.4pp | 81.7%-39.5pp | 70.7%-28.5pp |
| Annual return | 18.41% | 19.45%-1.0pp | 122.05%-103.6pp | 116.85%-98.4pp |
| Employer contribution / active EE | $241 | $2,321-89.6% | $5,167-95.3% | $2,427-90.1% |
| Participant deferral / active EE | $1,825 | $2,789-34.6% | $5,568-67.2% | $4,046-54.9% |
| Admin fee / account holder | $259 | $710-63.5% | $16,237-98.4% | $626-58.7% |