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 | Recordkeeping | $375 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 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 | $32,843 | $54,573-39.8% | $90,951-63.9% | $73,488-55.3% |
| Participation rate | 30.4% | 61.2%-30.8pp | 69.0%-38.6pp | 70.7%-40.3pp |
| Annual return | 17.08% | 16.69%+0.4pp | 134.60%-117.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $421 | $991-57.6% | $2,122-80.2% | $2,270-81.5% |
| Participant deferral / active EE | $1,167 | $2,517-53.6% | $3,373-65.4% | $3,740-68.8% |
| Admin fee / account holder | $17 | $521-96.8% | $5,959-99.7% | $513-96.7% |