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 LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,483 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,300 | $55,636-49.1% | $81,983-65.5% | $73,488-61.5% |
| Participation rate | 60.5% | 62.3%-1.8pp | 69.2%-8.7pp | 70.7%-10.2pp |
| Annual return | 19.77% | 19.07%+0.7pp | 41.31%-21.5pp | 28.51%-8.7pp |
| Employer contribution / active EE | $267 | $1,625-83.6% | $2,498-89.3% | $2,270-88.2% |
| Participant deferral / active EE | $2,034 | $2,762-26.4% | $3,722-45.4% | $3,740-45.6% |
| Admin fee / account holder | $297 | $493-39.7% | $5,664-94.8% | $513-42.1% |