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 | $286 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,329 | $79,694-20.5% | $96,139-34.1% | $79,386-20.2% |
| Participation rate | 53.8% | 54.0%-0.2pp | 68.4%-14.7pp | 70.7%-16.9pp |
| Annual return | 12.78% | 40.84%-28.1pp | 191.94%-179.2pp | 116.85%-104.1pp |
| Employer contribution / active EE | $350 | $1,443-75.8% | $2,797-87.5% | $2,427-85.6% |
| Participant deferral / active EE | $2,060 | $2,539-18.9% | $4,349-52.6% | $4,046-49.1% |
| Admin fee / account holder | $459 | $630-27.2% | $5,537-91.7% | $626-26.8% |