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 | $175 |
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 | $56,574 | $43,504+30.0% | $68,793-17.8% | $56,287+0.5% |
| Participation rate | 27.1% | 67.8%-40.7pp | 72.2%-45.1pp | 69.9%-42.7pp |
| Annual return | -8.48% | -3.15%-5.3pp | -4.63%-3.9pp | -9.96%+1.5pp |
| Employer contribution / active EE | $576 | $1,525-62.2% | $2,625-78.1% | $2,111-72.7% |
| Participant deferral / active EE | $1,250 | $2,509-50.2% | $3,311-62.2% | $3,350-62.7% |
| Admin fee / account holder | $55 | $515-89.4% | $5,131-98.9% | $521-89.5% |