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 | $33,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,649 | $100,801-31.9% | $149,696-54.1% | $73,409-6.5% |
| Participation rate | 19.1% | 77.7%-58.6pp | 82.5%-63.4pp | 72.2%-53.1pp |
| Annual return | 16.00% | 265.34%-249.3pp | 276.60%-260.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,790 | $6,404-72.1% | $6,842-73.8% | $3,805-53.0% |
| Admin fee / account holder | $171 | $181-5.1% | $9,309-98.2% | $158+8.6% |