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 | $494 |
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).
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 | $41,169 | $54,590-24.6% | $81,930-49.8% | $73,488-44.0% |
| Participation rate | 36.3% | 68.3%-32.0pp | 72.0%-35.7pp | 70.7%-34.4pp |
| Annual return | 18.11% | 17.74%+0.4pp | 29.49%-11.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,001 | $1,636-38.8% | $4,310-76.8% | $2,270-55.9% |
| Participant deferral / active EE | $2,048 | $2,759-25.8% | $7,107-71.2% | $3,740-45.2% |
| Admin fee / account holder | $236 | $592-60.2% | $5,158-95.4% | $513-54.0% |