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 | $271 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,705 | $86,655-48.4% | $119,609-62.6% | $66,914-33.2% |
| Participation rate | 51.5% | 75.6%-24.0pp | 79.3%-27.7pp | 69.8%-18.3pp |
| Annual return | -16.41% | -8.00%-8.4pp | -14.97%-1.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,463 | $2,536-42.3% | $4,232-65.4% | $2,544-42.5% |
| Participant deferral / active EE | $2,920 | $4,358-33.0% | $5,602-47.9% | $4,237-31.1% |
| Admin fee / account holder | $44 | $755-94.1% | $10,323-99.6% | $593-92.5% |