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 | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,971 | $57,921-46.5% | $84,750-63.5% | $57,658-46.3% |
| Participation rate | 8.1% | 72.9%-64.9pp | 76.6%-68.5pp | 70.2%-62.2pp |
| Annual return | 7.31% | 10.24%-2.9pp | 22.78%-15.5pp | 5.13%+2.2pp |
| Employer contribution / active EE | $288 | $2,598-88.9% | $3,574-91.9% | $1,974-85.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $141 | $130+8.8% | $5,332-97.4% | $95+49.3% |