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 | $790 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,132 | $61,156-29.5% | $185,823-76.8% | $79,386-45.7% |
| Participation rate | 28.1% | 66.6%-38.6pp | 81.7%-53.6pp | 70.7%-42.7pp |
| Annual return | 9.67% | 19.45%-9.8pp | 122.05%-112.4pp | 116.85%-107.2pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $519 | $2,789-81.4% | $5,568-90.7% | $4,046-87.2% |
| Admin fee / account holder | $23 | $710-96.7% | $16,237-99.9% | $626-96.3% |