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 6-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 | $2,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,572 | $69,159-74.6% | $125,175-86.0% | $67,579-74.0% |
| Participation rate | 61.3% | 78.2%-16.9pp | 79.8%-18.5pp | 71.3%-10.0pp |
| Annual return | 20.27% | 27.12%-6.9pp | 43.79%-23.5pp | 378.56%-358.3pp |
| Employer contribution / active EE | $687 | $2,023-66.1% | $3,865-82.2% | $2,148-68.0% |
| Participant deferral / active EE | $1,074 | $3,700-71.0% | $4,937-78.3% | $3,539-69.7% |
| Admin fee / account holder | $143 | $142+1.2% | $9,702-98.5% | $142+0.8% |