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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $2,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,841 | $54,121+64.2% | $134,143-33.8% | $73,409+21.0% |
| Participation rate | 20.2% | 64.4%-44.2pp | 72.2%-52.0pp | 72.2%-52.0pp |
| Annual return | 14.19% | -312.52%+326.7pp | 36.33%-22.1pp | 59.29%-45.1pp |
| Employer contribution / active EE | $713 | $1,402-49.1% | $3,704-80.8% | $2,234-68.1% |
| Participant deferral / active EE | $893 | $2,844-68.6% | $3,499-74.5% | $3,805-76.5% |
| Admin fee / account holder | $7 | $132-94.8% | $6,684-99.9% | $158-95.6% |