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 INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010601 | Recordkeeping | $525 |
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 | $36,463 | $44,873-18.7% | $79,464-54.1% | $56,287-35.2% |
| Participation rate | 62.3% | 68.7%-6.5pp | 73.3%-11.1pp | 69.9%-7.6pp |
| Annual return | -3.97% | 0.81%-4.8pp | 718.14%-722.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,732 | $2,140-19.1% | $2,800-38.1% | $2,111-17.9% |
| Participant deferral / active EE | $3,715 | $2,746+35.3% | $3,704+0.3% | $3,350+10.9% |
| Admin fee / account holder | $234 | $418-44.2% | $5,113-95.4% | $521-55.2% |