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 | $175 |
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 | $48,175 | $58,927-18.2% | $76,817-37.3% | $72,985-34.0% |
| Participation rate | 57.0% | 67.3%-10.4pp | 72.1%-15.1pp | 69.5%-12.5pp |
| Annual return | 21.73% | 2305.64%-2283.9pp | 1166.11%-1144.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,165 | $1,787-34.8% | $2,302-49.4% | $2,440-52.2% |
| Participant deferral / active EE | $2,277 | $2,690-15.4% | $3,336-31.8% | $3,607-36.9% |
| Admin fee / account holder | $38 | $4,013-99.1% | $6,420-99.4% | $5,124-99.3% |