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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $2,085 |
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 | $82,141 | $54,701+50.2% | $86,188-4.7% | $71,457+15.0% |
| Participation rate | 67.4% | 60.1%+7.3pp | 69.0%-1.6pp | 67.9%-0.5pp |
| Annual return | 16.63% | 20.06%-3.4pp | 1168.45%-1151.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $917 | $1,265-27.6% | $2,380-61.5% | $2,588-64.6% |
| Participant deferral / active EE | $2,524 | $3,108-18.8% | $3,985-36.7% | $4,289-41.2% |
| Admin fee / account holder | $19 | $1,922-99.0% | $6,852-99.7% | $1,587-98.8% |