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 142010600 | Recordkeeping | $620 |
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 | $38,753 | $55,453-30.1% | $170,442-77.3% | $62,292-37.8% |
| Participation rate | 54.1% | 66.4%-12.3pp | 83.6%-29.5pp | 69.5%-15.4pp |
| Annual return | 15.72% | 21.38%-5.7pp | 205.93%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,026 | $2,164-52.6% | $5,433-81.1% | $2,042-49.7% |
| Participant deferral / active EE | $1,647 | $2,303-28.5% | $4,939-66.7% | $3,169-48.0% |
| Admin fee / account holder | $61 | $455-86.5% | $13,880-99.6% | $479-87.2% |