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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,021 | $60,989-13.1% | $60,874-12.9% | $66,914-20.8% |
| Participation rate | 64.0% | 74.5%-10.4pp | 73.1%-9.1pp | 69.8%-5.8pp |
| Annual return | -15.61% | -9.60%-6.0pp | 16.90%-32.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,166 | $2,661+19.0% | $2,701+17.2% | $2,544+24.4% |
| Participant deferral / active EE | $2,210 | $3,615-38.8% | $3,817-42.1% | $4,237-47.8% |
| Admin fee / account holder | $68 | $338-79.9% | $3,224-97.9% | $593-88.6% |