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 3-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 | $4,079 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,030 | $72,137-93.0% | $142,449-96.5% | $71,457-93.0% |
| Participation rate | 66.4% | 71.7%-5.3pp | 76.8%-10.3pp | 67.9%-1.5pp |
| Annual return | 45.19% | 21.15%+24.0pp | 19.99%+25.2pp | 28.85%+16.3pp |
| Employer contribution / active EE | $0 | $3,793-100.0% | $4,847-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,347 | $5,280-55.6% | $6,283-62.6% | $4,289-45.3% |
| Admin fee / account holder | $71 | $1,433-95.0% | $10,011-99.3% | $1,587-95.5% |