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 6-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 | Recordkeeping | $25,994 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,756 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $8,447 |
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).
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 | $27,982 | $56,485-50.5% | $185,823-84.9% | $86,799-67.8% |
| Participation rate | 24.5% | 65.5%-41.0pp | 81.7%-57.2pp | 72.3%-47.8pp |
| Annual return | 13.07% | 118.04%-105.0pp | 122.05%-109.0pp | 97.91%-84.8pp |
| Employer contribution / active EE | $701 | $1,843-62.0% | $5,167-86.4% | $2,405-70.9% |
| Participant deferral / active EE | $1,411 | $2,553-44.7% | $5,568-74.7% | $4,131-65.8% |
| Admin fee / account holder | $259 | $150+73.0% | $16,237-98.4% | $170+52.6% |