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 | $409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,382 | $66,310-24.0% | $93,606-46.2% | $65,185-22.7% |
| Participation rate | 27.2% | 74.0%-46.8pp | 75.8%-48.6pp | 70.2%-43.0pp |
| Annual return | 20.36% | 42.58%-22.2pp | 32.76%-12.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,675 | $2,012-16.7% | $2,718-38.4% | $2,177-23.0% |
| Participant deferral / active EE | $541 | $3,342-83.8% | $4,069-86.7% | $3,514-84.6% |
| Admin fee / account holder | $62 | $6,897-99.1% | $7,888-99.2% | $847-92.7% |