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 | $8,270 |
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 | $45,733 | $69,823-34.5% | $77,163-40.7% | $74,419-38.5% |
| Participation rate | 49.6% | 70.0%-20.4pp | 69.6%-19.9pp | 70.7%-21.1pp |
| Annual return | 32.49% | 19.98%+12.5pp | 37.87%-5.4pp | 34.38%-1.9pp |
| Employer contribution / active EE | $1,407 | $2,150-34.5% | $2,535-44.5% | $2,637-46.6% |
| Participant deferral / active EE | $2,959 | $3,558-16.8% | $3,833-22.8% | $4,528-34.6% |
| Admin fee / account holder | $242 | $398-39.0% | $5,472-95.6% | $348-30.3% |