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 | $369 |
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 | $49,142 | $50,666-3.0% | $76,817-36.0% | $65,185-24.6% |
| Participation rate | 60.4% | 68.8%-8.4pp | 72.1%-11.7pp | 70.2%-9.8pp |
| Annual return | 27.07% | 28.51%-1.4pp | 1166.11%-1139.0pp | 29.38%-2.3pp |
| Employer contribution / active EE | $1,650 | $1,575+4.8% | $2,302-28.3% | $2,177-24.2% |
| Participant deferral / active EE | $3,199 | $2,647+20.9% | $3,336-4.1% | $3,514-8.9% |
| Admin fee / account holder | $206 | $463-55.5% | $6,420-96.8% | $847-75.7% |