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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,113 | $65,061-43.0% | $143,757-74.2% | $66,914-44.5% |
| Participation rate | 44.7% | 65.2%-20.5pp | 80.3%-35.7pp | 69.8%-25.1pp |
| Annual return | -13.63% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $292 | $2,361-87.6% | $4,951-94.1% | $2,544-88.5% |
| Participant deferral / active EE | $2,228 | $2,919-23.7% | $5,637-60.5% | $4,237-47.4% |
| Admin fee / account holder | $296 | $502-41.1% | $14,673-98.0% | $593-50.2% |