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 | $112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,736 | $46,732-19.3% | $156,549-75.9% | $55,167-31.6% |
| Participation rate | 16.9% | 65.8%-48.9pp | 84.0%-67.1pp | 69.0%-52.1pp |
| Annual return | 26.79% | 17.72%+9.1pp | 32.23%-5.4pp | 169.23%-142.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,046 | $2,204-52.5% | $4,871-78.5% | $3,054-65.7% |
| Admin fee / account holder | $28 | $418-93.3% | $13,027-99.8% | $504-94.5% |