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 | $1,183 |
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 | $48,379 | $58,879-17.8% | $178,490-72.9% | $73,488-34.2% |
| Participation rate | 46.2% | 66.2%-20.0pp | 81.9%-35.7pp | 70.7%-24.5pp |
| Annual return | 13.16% | 24.86%-11.7pp | 151.07%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $950 | $2,236-57.5% | $5,011-81.0% | $2,270-58.2% |
| Participant deferral / active EE | $1,409 | $2,567-45.1% | $5,202-72.9% | $3,740-62.3% |
| Admin fee / account holder | $453 | $400+13.2% | $13,984-96.8% | $513-11.7% |