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 8-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 | $230 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,614 | $43,133-5.8% | $89,391-54.6% | $73,488-44.7% |
| Participation rate | 49.5% | 55.0%-5.4pp | 68.0%-18.4pp | 70.7%-21.1pp |
| Annual return | 47.02% | 135.66%-88.6pp | 245.62%-198.6pp | 28.51%+18.5pp |
| Employer contribution / active EE | $16,090 | $1,438+1019.0% | $2,586+522.3% | $2,270+608.8% |
| Participant deferral / active EE | $1,964 | $2,445-19.7% | $3,890-49.5% | $3,740-47.5% |
| Admin fee / account holder | $141 | $444-68.1% | $4,881-97.1% | $513-72.4% |