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 Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,832 | $60,545+13.7% | $92,233-25.4% | $69,631-1.1% |
| Participation rate | 32.1% | 72.2%-40.0pp | 76.5%-44.4pp | 70.7%-38.6pp |
| Annual return | 15.83% | 19.71%-3.9pp | 176.28%-160.5pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,992 | $2,828+41.2% | $3,897+2.4% | $3,224+23.8% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |