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 | $64,449 |
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 | $140,919 | $57,831+143.7% | $82,389+71.0% | $85,563+64.7% |
| Participation rate | 58.2% | 55.0%+3.2pp | 69.5%-11.4pp | 66.0%-7.8pp |
| Annual return | 16.82% | 17.86%-1.0pp | 28.67%-11.9pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,940 | $1,643+18.1% | $2,517-22.9% | $2,654-26.9% |
| Participant deferral / active EE | $4,444 | $3,118+42.5% | $4,155+7.0% | $4,375+1.6% |
| Admin fee / account holder | $143 | $1,391-89.7% | $7,231-98.0% | $834-82.8% |