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 | $22 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,994 | $46,360-18.0% | $147,614-74.3% | $52,331-27.4% |
| Participation rate | 59.7% | 64.9%-5.3pp | 84.6%-24.9pp | 68.1%-8.4pp |
| Annual return | -2.81% | 1.62%-4.4pp | 61.98%-64.8pp | 4.54%-7.3pp |
| Employer contribution / active EE | $963 | $2,126-54.7% | $5,564-82.7% | $1,882-48.8% |
| Participant deferral / active EE | $3,267 | $2,258+44.7% | $4,895-33.3% | $3,022+8.1% |
| Admin fee / account holder | $8 | $766-99.0% | $11,611-99.9% | $592-98.7% |