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 | $490 |
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 | $73,687 | $56,152+31.2% | $185,823-60.3% | $73,409+0.4% |
| Participation rate | 15.2% | 67.6%-52.3pp | 78.0%-62.8pp | 72.2%-56.9pp |
| Annual return | 30.31% | 17.59%+12.7pp | 35.95%-5.6pp | 59.29%-29.0pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $969 | $3,659-73.5% | $5,632-82.8% | $3,805-74.5% |
| Admin fee / account holder | $398 | $132+201.5% | $9,500-95.8% | $158+152.2% |