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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $90,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,036 | $87,621-52.0% | $86,436-51.4% | $77,904-46.0% |
| Participation rate | 26.8% | 85.8%-58.9pp | 80.3%-53.5pp | 73.7%-46.8pp |
| Annual return | -13.61% | -13.90%+0.3pp | 4394.89%-4408.5pp | 12.21%-25.8pp |
| Employer contribution / active EE | $2,214 | $3,474-36.3% | $3,769-41.2% | $2,848-22.2% |
| Participant deferral / active EE | $953 | $8,645-89.0% | $6,952-86.3% | $4,806-80.2% |
| Admin fee / account holder | $216 | $85+155.2% | $6,731-96.8% | $133+63.0% |