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 | $175 |
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 | $49,070 | $49,138-0.1% | $84,015-41.6% | $65,185-24.7% |
| Participation rate | 29.5% | 60.7%-31.3pp | 69.0%-39.5pp | 70.2%-40.7pp |
| Annual return | 19.35% | 23.00%-3.6pp | 71.31%-52.0pp | 29.38%-10.0pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,392 | $2,397-41.9% | $3,239-57.0% | $3,514-60.4% |
| Admin fee / account holder | $22 | $543-95.9% | $6,101-99.6% | $847-97.4% |