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 | $2,562 |
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 | $37,691 | $91,407-58.8% | $135,903-72.3% | $71,457-47.3% |
| Participation rate | 56.6% | 75.7%-19.0pp | 81.9%-25.3pp | 67.9%-11.3pp |
| Annual return | 21.07% | 29.90%-8.8pp | 68.23%-47.2pp | 28.85%-7.8pp |
| Employer contribution / active EE | $688 | $3,703-81.4% | $4,856-85.8% | $2,588-73.4% |
| Participant deferral / active EE | $3,520 | $7,092-50.4% | $7,758-54.6% | $4,289-17.9% |
| Admin fee / account holder | $205 | $1,266-83.8% | $10,762-98.1% | $1,587-87.1% |