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 | $268 |
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 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 | $62,457 | $57,921+7.8% | $84,750-26.3% | $57,658+8.3% |
| Participation rate | 39.3% | 72.9%-33.6pp | 76.6%-37.3pp | 70.2%-30.9pp |
| Annual return | 6.32% | 10.24%-3.9pp | 22.78%-16.5pp | 5.13%+1.2pp |
| Employer contribution / active EE | $345 | $2,598-86.7% | $3,574-90.4% | $1,974-82.5% |
| Participant deferral / active EE | $2,509 | $2,742-8.5% | $3,712-32.4% | $3,061-18.0% |
| Admin fee / account holder | $171 | $130+31.7% | $5,332-96.8% | $95+80.7% |