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 Service code 15 · EIN 01-0233346 | Recordkeeping | $48,936 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,269 | $44,764+97.2% | $68,791+28.3% | $64,808+36.2% |
| Participation rate | 62.1% | 64.8%-2.7pp | 69.0%-7.0pp | 71.5%-9.4pp |
| Annual return | -16.92% | -10.91%-6.0pp | -6.38%-10.5pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,655 | $1,775-6.8% | $2,655-37.7% | $2,506-34.0% |
| Participant deferral / active EE | $4,019 | $3,238+24.1% | $3,941+2.0% | $4,310-6.8% |
| Admin fee / account holder | $112 | $151-25.7% | $4,932-97.7% | $188-40.1% |