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 14201 | Recordkeeping | $901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,720 | $57,065-28.6% | $75,670-46.2% | $70,131-41.9% |
| Participation rate | 58.2% | 68.1%-9.8pp | 72.3%-14.1pp | 69.5%-11.3pp |
| Annual return | 15.08% | 23.57%-8.5pp | 27.34%-12.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,234 | $2,580-13.4% | $3,142-28.9% | $3,332-33.0% |
| Admin fee / account holder | $169 | $3,825-95.6% | $5,800-97.1% | $4,645-96.4% |