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 | $212 |
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 | $66,551 | $41,078+62.0% | $80,569-17.4% | $71,457-6.9% |
| Participation rate | 45.9% | 50.2%-4.3pp | 67.0%-21.1pp | 67.9%-22.0pp |
| Annual return | 19.50% | 38.45%-18.9pp | 935.43%-915.9pp | 28.85%-9.3pp |
| Employer contribution / active EE | $295 | $1,506-80.4% | $2,723-89.2% | $2,588-88.6% |
| Participant deferral / active EE | $2,016 | $2,699-25.3% | $4,447-54.7% | $4,289-53.0% |
| Admin fee / account holder | $379 | $1,840-79.4% | $5,377-92.9% | $1,587-76.1% |