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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $950 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $34,245 | $86,286-60.3% | $111,297-69.2% | $85,850-60.1% |
| Participation rate | 59.8% | 73.3%-13.5pp | 77.3%-17.5pp | 69.3%-9.5pp |
| Annual return | 4.10% | 19.99%-15.9pp | 54.65%-50.6pp | 318.53%-314.4pp |
| Employer contribution / active EE | $1,015 | $2,043-50.3% | $2,731-62.8% | $2,565-60.4% |
| Participant deferral / active EE | $2,104 | $3,641-42.2% | $4,487-53.1% | $3,952-46.8% |
| Admin fee / account holder | $46 | $8,188-99.4% | $7,964-99.4% | $6,260-99.3% |