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 | $25 |
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 | $35,347 | $91,190-61.2% | $178,490-80.2% | $79,858-55.7% |
| Participation rate | 35.1% | 69.2%-34.1pp | 81.9%-46.9pp | 69.6%-34.6pp |
| Annual return | 14.84% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $473 | $3,256-85.5% | $5,011-90.6% | $2,471-80.9% |
| Participant deferral / active EE | $694 | $3,236-78.6% | $5,202-86.7% | $3,740-81.4% |
| Admin fee / account holder | $1 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |