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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,985 | $56,629-55.9% | $77,999-68.0% | $55,167-54.7% |
| Participation rate | 52.1% | 73.3%-21.2pp | 75.5%-23.4pp | 69.0%-16.9pp |
| Annual return | 3.60% | 2866.98%-2863.4pp | 425.96%-422.4pp | 169.23%-165.6pp |
| Employer contribution / active EE | $476 | $1,723-72.4% | $2,470-80.7% | $1,963-75.8% |
| Participant deferral / active EE | $1,385 | $2,777-50.1% | $3,497-60.4% | $3,054-54.7% |
| Admin fee / account holder | $147 | $467-68.4% | $5,480-97.3% | $504-70.8% |