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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $40,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,190 | $45,031-4.1% | $84,966-49.2% | $77,643-44.4% |
| Participation rate | 20.0% | 48.7%-28.6pp | 67.5%-47.5pp | 70.6%-50.5pp |
| Annual return | 19.52% | 79.22%-59.7pp | 66.38%-46.9pp | 31.24%-11.7pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,604 | $2,807-42.9% | $4,519-64.5% | $4,647-65.5% |
| Admin fee / account holder | $141 | $912-84.5% | $6,149-97.7% | $430-67.2% |