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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $354 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,647 | $39,286-67.8% | $80,716-84.3% | $79,386-84.1% |
| Participation rate | 84.8% | 41.0%+43.9pp | 54.2%+30.6pp | 70.7%+14.1pp |
| Annual return | 7.82% | 98.95%-91.1pp | 87.28%-79.5pp | 116.85%-109.0pp |
| Employer contribution / active EE | $1,368 | $594+130.3% | $1,160+17.9% | $2,427-43.7% |
| Participant deferral / active EE | $1,787 | $1,264+41.4% | $2,146-16.7% | $4,046-55.8% |
| Admin fee / account holder | $171 | $647-73.5% | $3,380-94.9% | $626-72.7% |