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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $87,356 |
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 | $37,047 | $155,795-76.2% | $136,294-72.8% | $69,631-46.8% |
| Participation rate | 61.0% | 75.2%-14.3pp | 81.9%-20.9pp | 70.7%-9.7pp |
| Annual return | 18.89% | 232464.33%-232445.4pp | 5155.94%-5137.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $716 | $2,991-76.0% | $4,695-84.7% | $2,032-64.7% |
| Participant deferral / active EE | $5,963 | $5,394+10.5% | $6,247-4.6% | $3,224+85.0% |
| Admin fee / account holder | $115 | $128-10.0% | $9,243-98.8% | $110+4.5% |