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 | $462 |
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 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 | $152,583 | $55,453+175.2% | $170,442-10.5% | $62,292+144.9% |
| Participation rate | 59.7% | 66.4%-6.7pp | 83.6%-23.9pp | 69.5%-9.8pp |
| Annual return | 15.65% | 21.38%-5.7pp | 205.93%-190.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,026 | $2,303+205.1% | $4,939+42.2% | $3,169+121.7% |
| Admin fee / account holder | $61 | $455-86.6% | $13,880-99.6% | $479-87.3% |