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 |
|---|---|---|
Service code 26 · EIN 27-3849675 | Advisory (Participants) | $22,216 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,359 |
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 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 | $59,807 | $71,666-16.5% | $117,854-49.3% | $69,631-14.1% |
| Participation rate | 61.4% | 77.5%-16.2pp | 79.7%-18.3pp | 70.7%-9.3pp |
| Annual return | 15.63% | 18.86%-3.2pp | 335.08%-319.4pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,427 | $1,889-24.5% | $3,786-62.3% | $2,032-29.8% |
| Participant deferral / active EE | $2,675 | $3,340-19.9% | $4,482-40.3% | $3,224-17.0% |
| Admin fee / account holder | $87 | $120-27.9% | $8,020-98.9% | $110-21.4% |