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 | $16,340 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,042 | $65,435-78.5% | $86,677-83.8% | $66,914-79.0% |
| Participation rate | 79.5% | 75.5%+4.1pp | 76.6%+3.0pp | 69.8%+9.7pp |
| Annual return | -16.70% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $745 | $2,153-65.4% | $2,836-73.7% | $2,544-70.7% |
| Participant deferral / active EE | $2,303 | $4,100-43.8% | $4,656-50.5% | $4,237-45.6% |
| Admin fee / account holder | $133 | $642-79.3% | $7,493-98.2% | $593-77.6% |