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 6-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 | $518 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,224 | $48,471+16.0% | $182,532-69.2% | $67,579-16.8% |
| Participation rate | 17.6% | 67.2%-49.6pp | 78.0%-60.4pp | 71.3%-53.7pp |
| Annual return | 317.26% | 31.08%+286.2pp | 148.54%+168.7pp | 378.56%-61.3pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,007 | $3,324-69.7% | $5,524-81.8% | $3,539-71.6% |
| Admin fee / account holder | $309 | $151+104.2% | $8,592-96.4% | $142+117.0% |