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 | $636 |
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 | $37,783 | $80,177-52.9% | $123,892-69.5% | $57,658-34.5% |
| Participation rate | 68.3% | 74.4%-6.1pp | 81.4%-13.1pp | 70.2%-1.9pp |
| Annual return | 12.86% | 17.90%-5.0pp | 47.52%-34.7pp | 5.13%+7.7pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $7,677 | $5,130+49.6% | $5,984+28.3% | $3,061+150.8% |
| Admin fee / account holder | $12 | $106-88.5% | $8,357-99.9% | $95-87.0% |