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 | $519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,779 | $104,475-72.5% | $159,436-81.9% | $79,386-63.7% |
| Participation rate | 60.2% | 76.6%-16.4pp | 82.8%-22.6pp | 70.7%-10.5pp |
| Annual return | 18.79% | 67.95%-49.2pp | 263.57%-244.8pp | 116.85%-98.1pp |
| Employer contribution / active EE | $1,688 | $3,417-50.6% | $4,829-65.0% | $2,427-30.4% |
| Participant deferral / active EE | $3,393 | $6,467-47.5% | $7,352-53.9% | $4,046-16.1% |
| Admin fee / account holder | $325 | $711-54.2% | $10,799-97.0% | $626-48.0% |