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 | $465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $64,518 | $58,726+9.9% | $92,233-30.0% | $62,292+3.6% |
| Participation rate | 54.0% | 68.3%-14.4pp | 76.5%-22.5pp | 69.5%-15.5pp |
| Annual return | 11.78% | 43.62%-31.8pp | 176.28%-164.5pp | 28.90%-17.1pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,870 | $2,766-32.4% | $3,897-52.0% | $3,169-41.0% |
| Admin fee / account holder | $13 | $556-97.6% | $5,194-99.7% | $479-97.2% |