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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $200 |
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 | $53,877 | $50,498+6.7% | $75,781-28.9% | $55,191-2.4% |
| Participation rate | 41.7% | 69.4%-27.7pp | 75.8%-34.1pp | 69.2%-27.4pp |
| Annual return | 0.11% | 1.80%-1.7pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $394 | $2,291-82.8% | $3,323-88.1% | $1,899-79.2% |
| Participant deferral / active EE | $2,622 | $2,589+1.3% | $3,651-28.2% | $3,046-13.9% |
| Admin fee / account holder | $147 | $123+19.5% | $5,299-97.2% | $91+61.9% |