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 7-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 | $36,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $33,880 | $27,839+21.7% | $58,482-42.1% | $71,457-52.6% |
| Participation rate | 57.9% | 34.5%+23.3pp | 50.9%+7.0pp | 67.9%-10.1pp |
| Annual return | 14.25% | 26.81%-12.6pp | 4239.32%-4225.1pp | 28.85%-14.6pp |
| Employer contribution / active EE | $158 | $631-74.9% | $1,053-85.0% | $2,588-93.9% |
| Participant deferral / active EE | $1,236 | $1,206+2.5% | $1,924-35.8% | $4,289-71.2% |
| Admin fee / account holder | $291 | $1,641-82.2% | $2,516-88.4% | $1,587-81.6% |