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 6-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 | Recordkeeping | $156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,265 | $45,719-71.0% | $96,139-86.2% | $93,030-85.7% |
| Participation rate | 4.0% | 45.8%-41.8pp | 68.4%-64.4pp | 73.9%-69.9pp |
| Annual return | 14.88% | 3211.95%-3197.1pp | 191.94%-177.1pp | 158.70%-143.8pp |
| Employer contribution / active EE | $101 | $1,139-91.2% | $2,797-96.4% | $2,706-96.3% |
| Participant deferral / active EE | $199 | $2,344-91.5% | $4,349-95.4% | $4,562-95.6% |
| Admin fee / account holder | $170 | $128+33.1% | $5,537-96.9% | $152+12.3% |