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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $5,499 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $230 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,838 | $50,898-41.4% | $171,082-82.6% | $55,167-45.9% |
| Participation rate | 82.4% | 63.3%+19.1pp | 76.7%+5.7pp | 69.0%+13.4pp |
| Annual return | 5.57% | 15.34%-9.8pp | 32.56%-27.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $614 | $1,433-57.2% | $4,002-84.7% | $1,963-68.7% |
| Participant deferral / active EE | $2,125 | $2,994-29.0% | $4,797-55.7% | $3,054-30.4% |
| Admin fee / account holder | $50 | $500-90.1% | $8,520-99.4% | $504-90.2% |