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 | $386 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,588 | $87,733-23.0% | $106,548-36.6% | $85,850-21.3% |
| Participation rate | 29.7% | 71.9%-42.3pp | 76.1%-46.5pp | 69.3%-39.6pp |
| Annual return | 11.58% | 21.86%-10.3pp | 26.80%-15.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $478 | $2,073-77.0% | $2,819-83.1% | $2,565-81.4% |
| Participant deferral / active EE | $1,486 | $3,469-57.2% | $4,398-66.2% | $3,952-62.4% |
| Admin fee / account holder | $289 | $6,767-95.7% | $7,407-96.1% | $6,260-95.4% |