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 | $48,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $579,203 | $50,815+1039.8% | $155,509+272.5% | $77,643+646.0% |
| Participation rate | 0.0% | 63.1%-63.1pp | 78.2%-78.2pp | 70.6%-70.6pp |
| Annual return | 11.12% | 34.80%-23.7pp | 64.67%-53.5pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,472 | $1,993-26.1% | $4,672-68.5% | $2,726-46.0% |
| Participant deferral / active EE | $1,713 | $2,822-39.3% | $5,626-69.5% | $4,647-63.1% |
| Admin fee / account holder | $3,353 | $437+667.7% | $15,912-78.9% | $430+678.9% |