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 | $10,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,520 | $50,815-57.7% | $155,509-86.2% | $77,643-72.3% |
| Participation rate | 64.4% | 63.1%+1.3pp | 78.2%-13.8pp | 70.6%-6.2pp |
| Annual return | 15.04% | 34.80%-19.8pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,133 | $1,993-43.1% | $4,672-75.7% | $2,726-58.4% |
| Participant deferral / active EE | $1,185 | $2,822-58.0% | $5,626-78.9% | $4,647-74.5% |
| Admin fee / account holder | $246 | $437-43.7% | $15,912-98.5% | $430-42.8% |