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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,189 |
Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,242 | $59,159-10.0% | $159,960-66.7% | $66,914-20.4% |
| Participation rate | 68.4% | 68.1%+0.3pp | 78.0%-9.6pp | 69.8%-1.4pp |
| Annual return | -17.44% | -12.26%-5.2pp | 408.60%-426.0pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,078 | $1,983+4.8% | $4,226-50.8% | $2,544-18.3% |
| Participant deferral / active EE | $4,652 | $4,395+5.9% | $6,182-24.7% | $4,237+9.8% |
| Admin fee / account holder | $231 | $591-60.9% | $8,698-97.3% | $593-61.1% |