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. 600 · BUFFALO, FL 14201 | Recordkeeping | $1,485 |
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.
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 | $26,812 | $84,487-68.3% | $125,339-78.6% | $66,914-59.9% |
| Participation rate | 51.9% | 76.4%-24.5pp | 82.4%-30.4pp | 69.8%-17.9pp |
| Annual return | -10.94% | -8.39%-2.5pp | 572.05%-583.0pp | 1.58%-12.5pp |
| Employer contribution / active EE | $605 | $3,553-83.0% | $4,814-87.4% | $2,544-76.2% |
| Participant deferral / active EE | $3,277 | $6,781-51.7% | $7,446-56.0% | $4,237-22.7% |
| Admin fee / account holder | $143 | $685-79.2% | $10,010-98.6% | $593-76.0% |