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 | $56 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,524 | $46,732-56.1% | $156,549-86.9% | $55,167-62.8% |
| Participation rate | 96.2% | 65.8%+30.4pp | 84.0%+12.1pp | 69.0%+27.2pp |
| Annual return | 9.27% | 17.72%-8.4pp | 32.23%-23.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,684 | $2,105-20.0% | $5,501-69.4% | $1,963-14.2% |
| Participant deferral / active EE | $2,112 | $2,204-4.2% | $4,871-56.6% | $3,054-30.8% |
| Admin fee / account holder | $55 | $418-86.8% | $13,027-99.6% | $504-89.0% |