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 | $1,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,667 | $54,229-21.3% | $70,092-39.1% | $68,494-37.7% |
| Participation rate | 67.0% | 64.5%+2.5pp | 70.5%-3.5pp | 67.9%-0.9pp |
| Annual return | -13.76% | -13.87%+0.1pp | 190.73%-204.5pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,056 | $2,018-47.7% | $2,559-58.7% | $2,596-59.3% |
| Participant deferral / active EE | $2,607 | $2,956-11.8% | $3,849-32.3% | $4,027-35.3% |
| Admin fee / account holder | $345 | $4,694-92.6% | $6,267-94.5% | $5,403-93.6% |