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 P.O.BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,322 | $79,428-51.8% | $106,548-64.0% | $79,386-51.7% |
| Participation rate | 42.4% | 74.1%-31.7pp | 76.1%-33.7pp | 70.7%-28.3pp |
| Annual return | 11.72% | 18.27%-6.6pp | 26.80%-15.1pp | 116.85%-105.1pp |
| Employer contribution / active EE | $1,202 | $2,234-46.2% | $2,819-57.4% | $2,427-50.5% |
| Participant deferral / active EE | $2,116 | $3,823-44.7% | $4,398-51.9% | $4,046-47.7% |
| Admin fee / account holder | $250 | $523-52.1% | $7,407-96.6% | $626-60.0% |