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 Service code 19 · EIN 80-0709115 | Securities Custodian | $23,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,956 | $60,323+70.7% | $81,812+25.8% | $74,495+38.2% |
| Participation rate | 54.9% | 62.9%-8.0pp | 72.3%-17.5pp | 67.2%-12.3pp |
| Annual return | 12.72% | 16.90%-4.2pp | 773.79%-761.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,353 | $3,387+87.6% | $4,319+47.1% | $4,346+46.2% |
| Admin fee / account holder | $131 | $1,486-91.2% | $7,386-98.2% | $1,942-93.3% |