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 | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $19,215 | $28,416-32.4% | $73,545-73.9% | $69,631-72.4% |
| Participation rate | 19.6% | 38.3%-18.8pp | 54.9%-35.3pp | 70.7%-51.1pp |
| Annual return | 16.59% | -694.13%+710.7pp | -15.16%+31.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $428 | $430-0.5% | $1,219-64.9% | $2,032-78.9% |
| Participant deferral / active EE | $751 | $897-16.3% | $1,806-58.4% | $3,224-76.7% |
| Admin fee / account holder | $18 | $104-82.4% | $2,320-99.2% | $110-83.4% |