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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,336 | $65,061-94.9% | $143,757-97.7% | $66,914-95.0% |
| Participation rate | 61.4% | 65.2%-3.8pp | 80.3%-18.9pp | 69.8%-8.4pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $801 | $2,361-66.1% | $4,951-83.8% | $2,544-68.5% |
| Participant deferral / active EE | $1,367 | $2,919-53.2% | $5,637-75.7% | $4,237-67.7% |
| Admin fee / account holder | $30 | $502-94.1% | $14,673-99.8% | $593-95.0% |