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 | $1,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,229 | $52,953-18.4% | $172,739-75.0% | $65,185-33.7% |
| Participation rate | 47.4% | 66.2%-18.8pp | 82.6%-35.2pp | 70.2%-22.8pp |
| Annual return | 19.48% | 30.12%-10.6pp | 802.84%-783.4pp | 29.38%-9.9pp |
| Employer contribution / active EE | $909 | $2,190-58.5% | $5,143-82.3% | $2,177-58.2% |
| Participant deferral / active EE | $1,415 | $2,471-42.7% | $5,198-72.8% | $3,514-59.7% |
| Admin fee / account holder | $455 | $472-3.6% | $13,954-96.7% | $847-46.3% |