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 3-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 01-0233334 | Recordkeeping | $42,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,950 | $113,016-62.0% | $103,476-58.5% | $74,495-42.3% |
| Participation rate | 65.6% | 80.8%-15.2pp | 80.5%-14.9pp | 67.2%-1.6pp |
| Annual return | 23.08% | 23.24%-0.2pp | 23.90%-0.8pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $3,479 | $4,881-28.7% | $4,672-25.5% | $2,623+32.6% |
| Participant deferral / active EE | $6,674 | $7,279-8.3% | $6,623+0.8% | $4,346+53.6% |
| Admin fee / account holder | $211 | $1,709-87.6% | $9,413-97.8% | $1,942-89.1% |