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 | $462 |
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 | $213,560 | $89,652+138.2% | $141,162+51.3% | $65,185+227.6% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.5%-82.5pp | 70.2%-70.2pp |
| Annual return | 20.98% | 32.79%-11.8pp | 71.39%-50.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,014 | $3,065-66.9% | $4,735-78.6% | $2,177-53.4% |
| Participant deferral / active EE | $4,031 | $5,691-29.2% | $6,709-39.9% | $3,514+14.7% |
| Admin fee / account holder | $965 | $569+69.8% | $10,261-90.6% | $847+14.0% |