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 15 · EIN 01-0233346 | Recordkeeping | $1,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,948 | $69,305-46.7% | $82,313-55.1% | $69,631-46.9% |
| Participation rate | 49.5% | 80.3%-30.7pp | 76.9%-27.3pp | 70.7%-21.1pp |
| Annual return | 20.65% | 21.47%-0.8pp | 25.88%-5.2pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $975 | $1,887-48.3% | $2,428-59.8% | $2,032-52.0% |
| Participant deferral / active EE | $1,767 | $3,568-50.5% | $3,706-52.3% | $3,224-45.2% |
| Admin fee / account holder | $4 | $97-96.2% | $5,608-99.9% | $110-96.7% |