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 Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
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.
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 | $30,359 | $52,953-42.7% | $172,739-82.4% | $65,185-53.4% |
| Participation rate | 31.3% | 66.2%-34.9pp | 82.6%-51.3pp | 70.2%-38.9pp |
| Annual return | 17.39% | 30.12%-12.7pp | 802.84%-785.5pp | 29.38%-12.0pp |
| Employer contribution / active EE | $477 | $2,190-78.2% | $5,143-90.7% | $2,177-78.1% |
| Participant deferral / active EE | $754 | $2,471-69.5% | $5,198-85.5% | $3,514-78.6% |
| Admin fee / account holder | $9 | $472-98.1% | $13,954-99.9% | $847-99.0% |