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 | $2,541 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,035 | $61,473-10.5% | $81,930-32.8% | $73,409-25.0% |
| Participation rate | 34.3% | 72.4%-38.1pp | 72.0%-37.7pp | 72.2%-37.9pp |
| Annual return | 30.55% | 28.26%+2.3pp | 29.49%+1.1pp | 59.29%-28.7pp |
| Employer contribution / active EE | $1,026 | $1,898-46.0% | $4,310-76.2% | $2,234-54.1% |
| Participant deferral / active EE | $1,975 | $3,080-35.9% | $7,107-72.2% | $3,805-48.1% |
| Admin fee / account holder | $315 | $125+151.2% | $5,158-93.9% | $158+99.6% |