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 | $250 |
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 | $53,300 | $37,393+42.5% | $77,024-30.8% | $66,914-20.3% |
| Participation rate | 53.9% | 52.9%+1.0pp | 67.9%-14.0pp | 69.8%-15.9pp |
| Annual return | -18.03% | -3.29%-14.7pp | 42.32%-60.3pp | 1.58%-19.6pp |
| Employer contribution / active EE | $362 | $1,531-76.3% | $2,812-87.1% | $2,544-85.8% |
| Participant deferral / active EE | $2,181 | $2,617-16.7% | $4,426-50.7% | $4,237-48.5% |
| Admin fee / account holder | $364 | $567-35.7% | $5,425-93.3% | $593-38.6% |