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 3-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 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $7,485 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,670 | $50,127-94.7% | $149,673-98.2% | $80,160-96.7% |
| Participation rate | 15.6% | 64.3%-48.6pp | 78.8%-63.1pp | 72.9%-57.3pp |
| Annual return | 24.18% | 29.82%-5.6pp | 134.42%-110.2pp | 40.38%-16.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $319 | $3,194-90.0% | $5,680-94.4% | $5,017-93.6% |
| Admin fee / account holder | $30 | $153-80.3% | $13,210-99.8% | $145-79.2% |