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 | $1,421 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,603-100.0% | $104,294-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 73.3%-73.3pp | 69.8%-69.8pp |
| Annual return | -1.29% | -14.70%+13.4pp | 24.61%-25.9pp | 1.58%-2.9pp |
| Employer contribution / active EE | $1,724 | $1,972-12.5% | $3,372-48.9% | $2,544-32.2% |
| Participant deferral / active EE | $2,587 | $2,853-9.3% | $4,625-44.1% | $4,237-38.9% |
| Admin fee / account holder | $0 | $656-100.0% | $7,339-100.0% | $593-100.0% |