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 P.O. BOX 894109 · LOS ANGELES, CA 901894109 | Recordkeeping | $48 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,395 | $89,652-34.9% | $141,162-58.6% | $65,185-10.4% |
| Participation rate | 20.5% | 74.7%-54.2pp | 82.5%-62.0pp | 70.2%-49.7pp |
| Annual return | 20.88% | 32.79%-11.9pp | 71.39%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,701 | $5,691-35.0% | $6,709-44.8% | $3,514+5.3% |
| Admin fee / account holder | $375 | $569-34.0% | $10,261-96.3% | $847-55.7% |