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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,516 | $23,224+40.0% | $71,086-54.3% | $55,725-41.6% |
| Participation rate | 12.7% | 37.9%-25.2pp | 54.7%-41.9pp | 70.9%-58.2pp |
| Annual return | -5.81% | -2.87%-2.9pp | 650.59%-656.4pp | 244.93%-250.7pp |
| Employer contribution / active EE | $89 | $436-79.7% | $1,088-91.8% | $2,078-95.7% |
| Participant deferral / active EE | $315 | $929-66.1% | $1,874-83.2% | $3,356-90.6% |
| Admin fee / account holder | $10 | $118-91.1% | $3,082-99.7% | $115-90.9% |