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 | $424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $82,186 | $52,884+55.4% | $84,750-3.0% | $55,167+49.0% |
| Participation rate | 34.7% | 67.5%-32.8pp | 76.6%-41.9pp | 69.0%-34.3pp |
| Annual return | -4.77% | 18.03%-22.8pp | 22.78%-27.5pp | 169.23%-174.0pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,995 | $2,644-24.5% | $3,712-46.3% | $3,054-34.7% |
| Admin fee / account holder | $17 | $581-97.0% | $5,332-99.7% | $504-96.5% |