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 4-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $56 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,018 | $61,156-39.5% | $185,823-80.1% | $79,386-53.4% |
| Participation rate | 60.8% | 66.6%-5.8pp | 81.7%-20.9pp | 70.7%-9.9pp |
| Annual return | 32.51% | 19.45%+13.1pp | 122.05%-89.5pp | 116.85%-84.3pp |
| Employer contribution / active EE | $1,675 | $2,321-27.8% | $5,167-67.6% | $2,427-31.0% |
| Participant deferral / active EE | $3,273 | $2,789+17.4% | $5,568-41.2% | $4,046-19.1% |
| Admin fee / account holder | $49 | $710-93.1% | $16,237-99.7% | $626-92.2% |