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 | $457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $24,547 | $99,957-75.4% | $149,696-83.6% | $73,488-66.6% |
| Participation rate | 51.6% | 75.7%-24.1pp | 82.5%-30.9pp | 70.7%-19.1pp |
| Annual return | 21.07% | 53.87%-32.8pp | 276.60%-255.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,489 | $3,191-53.3% | $4,644-67.9% | $2,270-34.4% |
| Participant deferral / active EE | $3,017 | $6,073-50.3% | $6,842-55.9% | $3,740-19.3% |
| Admin fee / account holder | $262 | $551-52.4% | $9,309-97.2% | $513-48.9% |