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 | $400 |
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 | $49,128 | $50,199-2.1% | $70,092-29.9% | $66,914-26.6% |
| Participation rate | 64.5% | 66.3%-1.8pp | 70.5%-5.9pp | 69.8%-5.3pp |
| Annual return | -17.03% | -13.85%-3.2pp | 190.73%-207.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,448 | $1,864+31.3% | $2,559-4.3% | $2,544-3.8% |
| Participant deferral / active EE | $3,628 | $3,112+16.6% | $3,849-5.7% | $4,237-14.4% |
| Admin fee / account holder | $43 | $600-92.9% | $6,267-99.3% | $593-92.8% |