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 | $838 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,431 | $42,548+60.8% | $74,550-8.2% | $56,287+21.6% |
| Participation rate | 59.2% | 60.5%-1.3pp | 69.1%-10.0pp | 69.9%-10.7pp |
| Annual return | -5.44% | 12.40%-17.8pp | 32.53%-38.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $197 | $855-76.9% | $1,961-89.9% | $2,111-90.6% |
| Participant deferral / active EE | $3,392 | $2,277+49.0% | $3,108+9.1% | $3,350+1.3% |
| Admin fee / account holder | $16 | $467-96.5% | $5,060-99.7% | $521-96.8% |