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 5-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 142010600 | Recordkeeping | $400 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,201 | $84,487-71.4% | $125,339-80.7% | $66,914-63.8% |
| Participation rate | 80.3% | 76.4%+3.9pp | 82.4%-2.1pp | 69.8%+10.5pp |
| Annual return | -10.09% | -8.39%-1.7pp | 572.05%-582.1pp | 1.58%-11.7pp |
| Employer contribution / active EE | $3,997 | $3,553+12.5% | $4,814-17.0% | $2,544+57.1% |
| Participant deferral / active EE | $8,512 | $6,781+25.5% | $7,446+14.3% | $4,237+100.9% |
| Admin fee / account holder | $193 | $685-71.9% | $10,010-98.1% | $593-67.5% |