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 8-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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $102,520 |
Service code 28 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $50,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,575 | $241,101-84.4% | $103,374-63.7% | $199,768-81.2% |
| Participation rate | 43.9% | 78.3%-34.4pp | 74.5%-30.6pp | 72.0%-28.1pp |
| Annual return | 19.95% | 17.80%+2.1pp | 24.89%-4.9pp | 34.26%-14.3pp |
| Employer contribution / active EE | $1,580 | $4,244-62.8% | $3,869-59.2% | $3,037-48.0% |
| Participant deferral / active EE | $2,877 | $3,958-27.3% | $5,058-43.1% | $5,090-43.5% |
| Admin fee / account holder | $126 | $288-56.1% | $8,394-98.5% | $269-53.1% |