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 | $1,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,312 | $58,927-12.9% | $76,817-33.2% | $72,985-29.7% |
| Participation rate | 56.8% | 67.3%-10.5pp | 72.1%-15.3pp | 69.5%-12.7pp |
| Annual return | 12.24% | 2305.64%-2293.4pp | 1166.11%-1153.9pp | 81.00%-68.8pp |
| Employer contribution / active EE | $1,152 | $1,787-35.5% | $2,302-49.9% | $2,440-52.8% |
| Participant deferral / active EE | $2,550 | $2,690-5.2% | $3,336-23.5% | $3,607-29.3% |
| Admin fee / account holder | $168 | $4,013-95.8% | $6,420-97.4% | $5,124-96.7% |