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 | $513 |
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).
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 | $35,711 | $50,666-29.5% | $76,817-53.5% | $65,185-45.2% |
| Participation rate | 36.2% | 68.8%-32.6pp | 72.1%-35.9pp | 70.2%-34.0pp |
| Annual return | 21.21% | 28.51%-7.3pp | 1166.11%-1144.9pp | 29.38%-8.2pp |
| Employer contribution / active EE | $959 | $1,575-39.1% | $2,302-58.3% | $2,177-55.9% |
| Participant deferral / active EE | $1,863 | $2,647-29.6% | $3,336-44.2% | $3,514-47.0% |
| Admin fee / account holder | $273 | $463-41.1% | $6,420-95.7% | $847-67.8% |