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 | $30,828 |
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 | $180,781 | $50,815+255.8% | $155,509+16.3% | $77,643+132.8% |
| Participation rate | 68.0% | 63.1%+4.9pp | 78.2%-10.2pp | 70.6%-2.6pp |
| Annual return | 13.29% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-17.9pp |
| Employer contribution / active EE | $6,549 | $1,993+228.7% | $4,672+40.2% | $2,726+140.3% |
| Participant deferral / active EE | $3,900 | $2,822+38.2% | $5,626-30.7% | $4,647-16.1% |
| Admin fee / account holder | $38 | $437-91.4% | $15,912-99.8% | $430-91.3% |