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 | $328 |
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 | $27,469 | $30,086-8.7% | $61,373-55.2% | $64,808-57.6% |
| Participation rate | 20.0% | 36.4%-16.4pp | 52.6%-32.6pp | 71.5%-51.5pp |
| Annual return | -11.24% | -13.99%+2.8pp | 338.61%-349.8pp | 32.82%-44.1pp |
| Employer contribution / active EE | $169 | $536-68.6% | $1,159-85.5% | $2,506-93.3% |
| Participant deferral / active EE | $660 | $1,126-41.4% | $2,125-68.9% | $4,310-84.7% |
| Admin fee / account holder | $236 | $148+59.4% | $2,130-88.9% | $188+25.7% |