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 | $500 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,582 | $52,293-18.6% | $178,490-76.1% | $73,409-42.0% |
| Participation rate | 42.8% | 65.3%-22.5pp | 81.9%-39.1pp | 72.2%-29.4pp |
| Annual return | 17.18% | 34.75%-17.6pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $273 | $1,735-84.3% | $5,011-94.6% | $2,234-87.8% |
| Participant deferral / active EE | $2,115 | $2,332-9.3% | $5,202-59.3% | $3,805-44.4% |
| Admin fee / account holder | $378 | $127+196.5% | $13,984-97.3% | $158+139.2% |