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 |
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 | $73,244 | $52,884+38.5% | $84,750-13.6% | $55,167+32.8% |
| Participation rate | 45.9% | 67.5%-21.7pp | 76.6%-30.7pp | 69.0%-23.1pp |
| Annual return | 5.94% | 18.03%-12.1pp | 22.78%-16.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,171 | $2,233-47.6% | $3,574-67.2% | $1,963-40.3% |
| Participant deferral / active EE | $2,341 | $2,644-11.4% | $3,712-36.9% | $3,054-23.3% |
| Admin fee / account holder | $68 | $581-88.3% | $5,332-98.7% | $504-86.5% |