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 |
|---|---|---|
Service code 27 1290 6TH AVE, 9TH FLOOR, · NEW YORK, NY 10104 | Advisory (Plan) | $8,729 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,213 | $61,156-52.2% | $185,823-84.3% | $79,386-63.2% |
| Participation rate | 39.5% | 66.6%-27.1pp | 81.7%-42.2pp | 70.7%-31.2pp |
| Annual return | 12.28% | 19.45%-7.2pp | 122.05%-109.8pp | 116.85%-104.6pp |
| Employer contribution / active EE | $306 | $2,321-86.8% | $5,167-94.1% | $2,427-87.4% |
| Participant deferral / active EE | $994 | $2,789-64.4% | $5,568-82.1% | $4,046-75.4% |
| Admin fee / account holder | $149 | $710-79.0% | $16,237-99.1% | $626-76.2% |