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 Service code 15 · EIN 01-0233346 | Recordkeeping | $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 | $41,136 | $69,305-40.6% | $82,313-50.0% | $69,631-40.9% |
| Participation rate | 66.3% | 80.3%-13.9pp | 76.9%-10.6pp | 70.7%-4.4pp |
| Annual return | 146.83% | 21.47%+125.4pp | 25.88%+121.0pp | 27571.02%-27424.2pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,072 | $3,568-41.9% | $3,706-44.1% | $3,224-35.7% |
| Admin fee / account holder | $68 | $97-30.4% | $5,608-98.8% | $110-38.8% |