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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $612 |
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 | $30,985 | $37,196-16.7% | $154,107-79.9% | $55,725-44.4% |
| Participation rate | 42.5% | 64.1%-21.6pp | 83.0%-40.6pp | 70.9%-28.4pp |
| Annual return | -2.33% | 1319.68%-1322.0pp | 735.12%-737.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $258 | $1,614-84.0% | $5,298-95.1% | $2,078-87.6% |
| Participant deferral / active EE | $2,002 | $2,068-3.2% | $5,081-60.6% | $3,356-40.3% |
| Admin fee / account holder | $224 | $102+120.0% | $13,411-98.3% | $115+94.1% |