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 | $150 |
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 | $75,682 | $52,639+43.8% | $185,117-59.1% | $62,292+21.5% |
| Participation rate | 53.9% | 63.9%-9.9pp | 77.3%-23.4pp | 69.5%-15.6pp |
| Annual return | 16.96% | 19.57%-2.6pp | 40.50%-23.5pp | 28.90%-11.9pp |
| Employer contribution / active EE | $653 | $1,483-56.0% | $4,182-84.4% | $2,042-68.0% |
| Participant deferral / active EE | $1,655 | $3,097-46.6% | $5,045-67.2% | $3,169-47.8% |
| Admin fee / account holder | $3 | $374-99.1% | $8,159-100.0% | $479-99.3% |