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) | $65,078 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,873 | $56,095-25.4% | $178,490-76.5% | $90,288-53.6% |
| Participation rate | 36.7% | 65.6%-28.8pp | 81.9%-45.2pp | 73.4%-36.6pp |
| Annual return | 17.12% | 28.81%-11.7pp | 151.07%-134.0pp | 53.97%-36.9pp |
| Employer contribution / active EE | $172 | $1,572-89.0% | $5,011-96.6% | $2,524-93.2% |
| Participant deferral / active EE | $2,599 | $2,669-2.6% | $5,202-50.0% | $4,232-38.6% |
| Admin fee / account holder | $78 | $101-22.5% | $13,984-99.4% | $114-31.6% |