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 LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,424 | $34,308+20.7% | $74,701-44.5% | $72,985-43.2% |
| Participation rate | 62.1% | 42.4%+19.7pp | 54.5%+7.6pp | 69.5%-7.4pp |
| Annual return | 18.92% | 26.58%-7.7pp | 752.92%-734.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,049 | $692+51.6% | $1,084-3.2% | $2,440-57.0% |
| Participant deferral / active EE | $3,448 | $1,271+171.2% | $1,964+75.6% | $3,607-4.4% |
| Admin fee / account holder | $15 | $2,124-99.3% | $3,333-99.5% | $5,124-99.7% |