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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,397 | $80,177-59.6% | $123,892-73.9% | $57,658-43.8% |
| Participation rate | 49.4% | 74.4%-25.0pp | 81.4%-32.0pp | 70.2%-20.8pp |
| Annual return | 37.09% | 17.90%+19.2pp | 47.52%-10.4pp | 5.13%+32.0pp |
| Employer contribution / active EE | $987 | $2,913-66.1% | $4,617-78.6% | $1,974-50.0% |
| Participant deferral / active EE | $3,045 | $5,130-40.7% | $5,984-49.1% | $3,061-0.5% |
| Admin fee / account holder | $7 | $106-93.0% | $8,357-99.9% | $95-92.1% |