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 | $1,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,055 | $99,078-52.5% | $96,544-51.3% | $74,419-36.8% |
| Participation rate | 57.7% | 80.7%-23.0pp | 76.0%-18.3pp | 70.7%-13.1pp |
| Annual return | 22.12% | 22.48%-0.4pp | 25.84%-3.7pp | 34.38%-12.3pp |
| Employer contribution / active EE | $730 | $2,570-71.6% | $2,965-75.4% | $2,637-72.3% |
| Participant deferral / active EE | $3,268 | $4,933-33.8% | $4,851-32.6% | $4,528-27.8% |
| Admin fee / account holder | $33 | $225-85.2% | $8,252-99.6% | $348-90.5% |