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 | $957 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,144 | $58,879-74.3% | $178,490-91.5% | $73,488-79.4% |
| Participation rate | 61.5% | 66.2%-4.7pp | 81.9%-20.4pp | 70.7%-9.1pp |
| Annual return | 15.05% | 24.86%-9.8pp | 151.07%-136.0pp | 28.51%-13.5pp |
| Employer contribution / active EE | $308 | $2,236-86.2% | $5,011-93.9% | $2,270-86.4% |
| Participant deferral / active EE | $1,434 | $2,567-44.2% | $5,202-72.4% | $3,740-61.7% |
| Admin fee / account holder | $91 | $400-77.4% | $13,984-99.4% | $513-82.3% |