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 Service code 15 · EIN 01-0233346 | Recordkeeping | $147,290 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,050 | $50,127-76.0% | $149,673-91.9% | $80,160-85.0% |
| Participation rate | 87.0% | 64.3%+22.7pp | 78.8%+8.2pp | 72.9%+14.1pp |
| Annual return | 40.23% | 29.82%+10.4pp | 134.42%-94.2pp | 40.38%-0.2pp |
| Employer contribution / active EE | $71 | $1,865-96.2% | $4,818-98.5% | $2,978-97.6% |
| Participant deferral / active EE | $1,573 | $3,194-50.7% | $5,680-72.3% | $5,017-68.6% |
| Admin fee / account holder | $71 | $153-53.4% | $13,210-99.5% | $145-50.9% |