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 | $548 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,826 | $64,286-5.4% | $90,951-33.1% | $73,409-17.1% |
| Participation rate | 18.9% | 63.6%-44.7pp | 69.0%-50.1pp | 72.2%-53.3pp |
| Annual return | 17.46% | 21.45%-4.0pp | 134.60%-117.1pp | 59.29%-41.8pp |
| Employer contribution / active EE | $328 | $895-63.3% | $2,122-84.5% | $2,234-85.3% |
| Participant deferral / active EE | $708 | $2,453-71.1% | $3,373-79.0% | $3,805-81.4% |
| Admin fee / account holder | $458 | $287+59.5% | $5,959-92.3% | $158+190.1% |