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 | $1,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,137 | $84,487-67.9% | $125,339-78.3% | $66,914-59.4% |
| Participation rate | 59.1% | 76.4%-17.3pp | 82.4%-23.2pp | 69.8%-10.7pp |
| Annual return | -7.83% | -8.39%+0.6pp | 572.05%-579.9pp | 1.58%-9.4pp |
| Employer contribution / active EE | $1,775 | $3,553-50.0% | $4,814-63.1% | $2,544-30.2% |
| Participant deferral / active EE | $3,722 | $6,781-45.1% | $7,446-50.0% | $4,237-12.2% |
| Admin fee / account holder | $341 | $685-50.2% | $10,010-96.6% | $593-42.5% |