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 13 · EIN 01-0233346 | Contract Administrator | $76,740 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,227 | $53,136-45.0% | $155,509-81.2% | $199,593-85.4% |
| Participation rate | 18.9% | 64.1%-45.2pp | 78.2%-59.3pp | 72.0%-53.1pp |
| Annual return | 13.79% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $216 | $1,851-88.3% | $4,672-95.4% | $3,034-92.9% |
| Participant deferral / active EE | $852 | $3,161-73.0% | $5,626-84.9% | $5,087-83.2% |
| Admin fee / account holder | $140 | $185-24.5% | $15,912-99.1% | $269-47.9% |