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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $422 |
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 | $97,972 | $56,629+73.0% | $77,999+25.6% | $55,167+77.6% |
| Participation rate | 64.4% | 73.3%-8.9pp | 75.5%-11.1pp | 69.0%-4.6pp |
| Annual return | 6.61% | 2866.98%-2860.4pp | 425.96%-419.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,731 | $1,723+0.4% | $2,470-29.9% | $1,963-11.8% |
| Participant deferral / active EE | $2,658 | $2,777-4.3% | $3,497-24.0% | $3,054-13.0% |
| Admin fee / account holder | $217 | $467-53.5% | $5,480-96.0% | $504-57.0% |