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 | $2,198 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,250 | $48,261-87.1% | $68,793-90.9% | $55,725-88.8% |
| Participation rate | 86.6% | 71.0%+15.6pp | 72.2%+14.4pp | 70.9%+15.8pp |
| Annual return | -1.73% | -2.61%+0.9pp | -4.63%+2.9pp | 244.93%-246.7pp |
| Employer contribution / active EE | $593 | $1,742-66.0% | $2,625-77.4% | $2,078-71.5% |
| Participant deferral / active EE | $703 | $2,712-74.1% | $3,311-78.8% | $3,356-79.1% |
| Admin fee / account holder | $18 | $126-85.7% | $5,131-99.6% | $115-84.4% |