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 | $5,054 |
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 | $38,817 | $56,503-31.3% | $70,092-44.6% | $64,808-40.1% |
| Participation rate | 45.7% | 70.5%-24.8pp | 70.5%-24.8pp | 71.5%-25.8pp |
| Annual return | -13.54% | -13.44%-0.1pp | 190.73%-204.3pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,184 | $2,046-42.1% | $2,559-53.7% | $2,506-52.7% |
| Participant deferral / active EE | $2,569 | $3,389-24.2% | $3,849-33.3% | $4,310-40.4% |
| Admin fee / account holder | $250 | $160+55.8% | $6,267-96.0% | $188+33.0% |