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 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,920 | $32,037-9.7% | $69,182-58.2% | $62,891-54.0% |
| Participation rate | 62.9% | 43.4%+19.4pp | 55.1%+7.7pp | 69.3%-6.4pp |
| Annual return | 5.40% | 15.16%-9.8pp | -21.93%+27.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,012 | $679+49.0% | $1,206-16.1% | $2,281-55.6% |
| Participant deferral / active EE | $2,390 | $1,185+101.6% | $1,897+26.0% | $3,203-25.4% |
| Admin fee / account holder | $47 | $2,608-98.2% | $2,697-98.3% | $4,296-98.9% |