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 | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $21,304 | $71,192-70.1% | $117,854-81.9% | $62,292-65.8% |
| Participation rate | 49.6% | 74.2%-24.6pp | 79.7%-30.1pp | 69.5%-19.9pp |
| Annual return | 17.43% | 18.66%-1.2pp | 335.08%-317.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $522 | $1,934-73.0% | $3,786-86.2% | $2,042-74.5% |
| Participant deferral / active EE | $2,057 | $3,189-35.5% | $4,482-54.1% | $3,169-35.1% |
| Admin fee / account holder | $126 | $587-78.5% | $8,020-98.4% | $479-73.7% |