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 | $8,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,230 | $46,292-58.5% | $143,757-86.6% | $64,808-70.3% |
| Participation rate | 63.4% | 64.2%-0.8pp | 80.3%-16.9pp | 71.5%-8.1pp |
| Annual return | -13.37% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,586 | $1,910-17.0% | $4,951-68.0% | $2,506-36.7% |
| Participant deferral / active EE | $915 | $2,646-65.4% | $5,637-83.8% | $4,310-78.8% |
| Admin fee / account holder | $250 | $154+62.5% | $14,673-98.3% | $188+33.1% |