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 |
|---|---|---|
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $63,738 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,233 | $47,456-23.6% | $172,739-79.0% | $77,787-53.4% |
| Participation rate | 34.1% | 66.3%-32.1pp | 82.6%-48.5pp | 73.2%-39.1pp |
| Annual return | 20.04% | 35.57%-15.5pp | 802.84%-782.8pp | 32.57%-12.5pp |
| Employer contribution / active EE | $114 | $1,574-92.8% | $5,143-97.8% | $2,504-95.4% |
| Participant deferral / active EE | $2,425 | $2,560-5.3% | $5,198-53.3% | $3,967-38.9% |
| Admin fee / account holder | $81 | $81-0.2% | $13,954-99.4% | $100-19.4% |