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 | $4,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,299 | $37,393+37.2% | $77,024-33.4% | $66,914-23.3% |
| Participation rate | 24.6% | 52.9%-28.2pp | 67.9%-43.3pp | 69.8%-45.2pp |
| Annual return | -20.10% | -3.29%-16.8pp | 42.32%-62.4pp | 1.58%-21.7pp |
| Employer contribution / active EE | $549 | $1,531-64.2% | $2,812-80.5% | $2,544-78.4% |
| Participant deferral / active EE | $923 | $2,617-64.7% | $4,426-79.2% | $4,237-78.2% |
| Admin fee / account holder | $362 | $567-36.1% | $5,425-93.3% | $593-39.0% |