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 | $23,332 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,809 | $88,982+98.7% | $102,438+72.6% | $77,671+127.6% |
| Participation rate | 65.8% | 80.9%-15.1pp | 76.5%-10.7pp | 70.6%-4.8pp |
| Annual return | 12.04% | 25.01%-13.0pp | 29.37%-17.3pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,591 | $2,698-41.0% | $3,024-47.4% | $2,726-41.7% |
| Participant deferral / active EE | $7,462 | $5,144+45.1% | $5,054+47.7% | $4,648+60.5% |
| Admin fee / account holder | $39 | $236-83.5% | $9,448-99.6% | $430-91.0% |