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 | $615 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,062 | $80,753-33.1% | $136,294-60.3% | $62,292-13.2% |
| Participation rate | 63.0% | 73.5%-10.5pp | 81.9%-18.9pp | 69.5%-6.5pp |
| Annual return | 15.50% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,099 | $2,884-27.2% | $4,695-55.3% | $2,042+2.8% |
| Participant deferral / active EE | $4,165 | $5,164-19.3% | $6,247-33.3% | $3,169+31.4% |
| Admin fee / account holder | $22 | $525-95.9% | $9,243-99.8% | $479-95.5% |