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 Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,405 | $65,376-62.7% | $87,100-72.0% | $65,185-62.6% |
| Participation rate | 54.7% | 75.3%-20.6pp | 76.9%-22.2pp | 70.2%-15.5pp |
| Annual return | 20.78% | 31.27%-10.5pp | 28.19%-7.4pp | 29.38%-8.6pp |
| Employer contribution / active EE | $860 | $1,822-52.8% | $2,521-65.9% | $2,177-60.5% |
| Participant deferral / active EE | $1,667 | $3,388-50.8% | $4,049-58.8% | $3,514-52.6% |
| Admin fee / account holder | $3 | $520-99.5% | $7,497-100.0% | $847-99.7% |