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 Service code 15 · EIN 01-0233346 | Recordkeeping | $614 |
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 | $47,308 | $50,898-7.1% | $171,082-72.3% | $55,167-14.2% |
| Participation rate | 31.5% | 63.3%-31.7pp | 76.7%-45.2pp | 69.0%-37.5pp |
| Annual return | 7.88% | 15.34%-7.5pp | 32.56%-24.7pp | 169.23%-161.3pp |
| Employer contribution / active EE | $864 | $1,433-39.7% | $4,002-78.4% | $1,963-56.0% |
| Participant deferral / active EE | $1,503 | $2,994-49.8% | $4,797-68.7% | $3,054-50.8% |
| Admin fee / account holder | $8 | $500-98.4% | $8,520-99.9% | $504-98.5% |