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 | $511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 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 | $31,023 | $66,310-53.2% | $93,606-66.9% | $65,185-52.4% |
| Participation rate | 42.0% | 74.0%-31.9pp | 75.8%-33.8pp | 70.2%-28.2pp |
| Annual return | 36.35% | 42.58%-6.2pp | 32.76%+3.6pp | 29.38%+7.0pp |
| Employer contribution / active EE | $811 | $2,012-59.7% | $2,718-70.1% | $2,177-62.7% |
| Participant deferral / active EE | $1,279 | $3,342-61.7% | $4,069-68.6% | $3,514-63.6% |
| Admin fee / account holder | $216 | $6,897-96.9% | $7,888-97.3% | $847-74.5% |