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 7-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 | $3,886 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,816 | $30,086-87.3% | $61,373-93.8% | $64,808-94.1% |
| Participation rate | 88.0% | 36.4%+51.6pp | 52.6%+35.4pp | 71.5%+16.5pp |
| Annual return | -20.40% | -13.99%-6.4pp | 338.61%-359.0pp | 32.82%-53.2pp |
| Employer contribution / active EE | $243 | $536-54.6% | $1,159-79.0% | $2,506-90.3% |
| Participant deferral / active EE | $1,437 | $1,126+27.7% | $2,125-32.4% | $4,310-66.7% |
| Admin fee / account holder | $0 | $148-100.0% | $2,130-100.0% | $188-100.0% |