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 | Recordkeeping | $353 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,405 | $43,504-14.0% | $68,793-45.6% | $56,287-33.5% |
| Participation rate | 32.8% | 67.8%-35.0pp | 72.2%-39.4pp | 69.9%-37.0pp |
| Annual return | 0.28% | -3.15%+3.4pp | -4.63%+4.9pp | -9.96%+10.2pp |
| Employer contribution / active EE | $854 | $1,525-44.0% | $2,625-67.5% | $2,111-59.6% |
| Participant deferral / active EE | $1,462 | $2,509-41.7% | $3,311-55.8% | $3,350-56.3% |
| Admin fee / account holder | $142 | $515-72.5% | $5,131-97.2% | $521-72.8% |