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 | Recordkeeping | $86 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $68,305 | $56,629+20.6% | $77,999-12.4% | $55,167+23.8% |
| Participation rate | 23.7% | 73.3%-49.6pp | 75.5%-51.8pp | 69.0%-45.3pp |
| Annual return | 9.16% | 2866.98%-2857.8pp | 425.96%-416.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $734 | $1,723-57.4% | $2,470-70.3% | $1,963-62.6% |
| Participant deferral / active EE | $1,195 | $2,777-57.0% | $3,497-65.8% | $3,054-60.9% |
| Admin fee / account holder | $7 | $467-98.5% | $5,480-99.9% | $504-98.6% |