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 | Recordkeeping | $913 |
Service code 17 · EIN 38-3220894 1175 JOHN ST. · ROCHESTER, NY 14586 | Pension Consulting | $0 |
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 | $72,391 | $51,466+40.7% | $78,778-8.1% | $62,292+16.2% |
| Participation rate | 61.2% | 59.8%+1.4pp | 69.2%-8.0pp | 69.5%-8.4pp |
| Annual return | 15.25% | 19.96%-4.7pp | 35.62%-20.4pp | 28.90%-13.6pp |
| Employer contribution / active EE | $212 | $827-74.3% | $1,986-89.3% | $2,042-89.6% |
| Participant deferral / active EE | $3,316 | $2,147+54.4% | $2,958+12.1% | $3,169+4.6% |
| Admin fee / account holder | $4 | $489-99.3% | $5,134-99.9% | $479-99.3% |