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 | $649 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $9,395 | $62,928-85.1% | $172,739-94.6% | $67,579-86.1% |
| Participation rate | 77.1% | 64.5%+12.6pp | 82.6%-5.5pp | 71.3%+5.8pp |
| Annual return | 21.55% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $269 | $1,636-83.6% | $5,143-94.8% | $2,148-87.5% |
| Participant deferral / active EE | $1,862 | $2,145-13.2% | $5,198-64.2% | $3,539-47.4% |
| Admin fee / account holder | $94 | $167-43.6% | $13,954-99.3% | $142-34.0% |