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 | $2,668 |
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 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 | $68,088 | $31,810+114.0% | $64,105+6.2% | $59,188+15.0% |
| Participation rate | 27.2% | 57.7%-30.5pp | 68.2%-41.0pp | 69.4%-42.3pp |
| Annual return | -0.75% | 9.41%-10.2pp | 791.24%-792.0pp | 5.51%-6.3pp |
| Employer contribution / active EE | $0 | $659-100.0% | $1,820-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,607 | $1,582+1.6% | $2,822-43.0% | $3,265-50.8% |
| Admin fee / account holder | $28 | $57-51.6% | $4,499-99.4% | $92-70.1% |