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 | $148 |
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 | $82,416 | $74,089+11.2% | $133,980-38.5% | $55,167+49.4% |
| Participation rate | 49.5% | 84.3%-34.8pp | 87.1%-37.5pp | 69.0%-19.5pp |
| Annual return | 7.16% | 12.11%-5.0pp | 29.30%-22.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,108 | $3,064-63.8% | $5,211-78.7% | $1,963-43.5% |
| Participant deferral / active EE | $4,332 | $4,678-7.4% | $6,282-31.0% | $3,054+41.8% |
| Admin fee / account holder | $16 | $458-96.5% | $9,324-99.8% | $504-96.8% |