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 | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,688 | $61,156-74.3% | $185,823-91.6% | $79,386-80.2% |
| Participation rate | 45.0% | 66.6%-21.6pp | 81.7%-36.7pp | 70.7%-25.7pp |
| Annual return | 19.29% | 19.45%-0.2pp | 122.05%-102.8pp | 116.85%-97.6pp |
| Employer contribution / active EE | $660 | $2,321-71.6% | $5,167-87.2% | $2,427-72.8% |
| Participant deferral / active EE | $1,385 | $2,789-50.3% | $5,568-75.1% | $4,046-65.8% |
| Admin fee / account holder | $164 | $710-76.9% | $16,237-99.0% | $626-73.8% |