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 | $594 |
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 | $52,562 | $107,378-51.1% | $108,579-51.6% | $57,658-8.8% |
| Participation rate | 58.5% | 77.1%-18.7pp | 79.6%-21.1pp | 70.2%-11.8pp |
| Annual return | 19.75% | 12.80%+7.0pp | -51.70%+71.4pp | 5.13%+14.6pp |
| Employer contribution / active EE | $1,201 | $1,782-32.6% | $3,758-68.0% | $1,974-39.2% |
| Participant deferral / active EE | $2,308 | $3,221-28.3% | $4,311-46.5% | $3,061-24.6% |
| Admin fee / account holder | $94 | $108-13.4% | $7,645-98.8% | $95-0.6% |