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 KESTRA PRIVATE WEALHANCOCK USA Service code 15 · EIN 47-1566880 | Recordkeeping | $32,566 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,926 |
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 | $42,721 | $101,317-57.8% | $146,958-70.9% | $74,495-42.7% |
| Participation rate | 59.5% | 75.5%-16.1pp | 82.2%-22.7pp | 67.2%-7.7pp |
| Annual return | 14.97% | 8730.91%-8715.9pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,986 | $3,810-47.9% | $4,933-59.7% | $2,623-24.3% |
| Participant deferral / active EE | $4,031 | $7,303-44.8% | $8,070-50.1% | $4,346-7.2% |
| Admin fee / account holder | $569 | $1,739-67.3% | $12,998-95.6% | $1,942-70.7% |