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 | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,527 | $55,449+95.7% | $83,848+29.4% | $56,287+92.8% |
| Participation rate | 40.6% | 68.0%-27.4pp | 76.1%-35.5pp | 69.9%-29.2pp |
| Annual return | -8.76% | -1.38%-7.4pp | 850.88%-859.6pp | -9.96%+1.2pp |
| Employer contribution / active EE | $1,319 | $2,430-45.7% | $3,631-63.7% | $2,111-37.5% |
| Participant deferral / active EE | $2,800 | $2,935-4.6% | $4,082-31.4% | $3,350-16.4% |
| Admin fee / account holder | $270 | $656-58.8% | $5,478-95.1% | $521-48.1% |