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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,625 |
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 | $32,348 | $64,457-49.8% | $111,392-71.0% | $55,725-41.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.9%+21.1pp | 70.9%+29.1pp |
| Annual return | -5.86% | -19.97%+14.1pp | -2.06%-3.8pp | 244.93%-250.8pp |
| Employer contribution / active EE | $4,373 | $3,956+10.5% | $4,328+1.1% | $2,078+110.4% |
| Participant deferral / active EE | $3,403 | $5,219-34.8% | $5,567-38.9% | $3,356+1.4% |
| Admin fee / account holder | $94 | $112-16.1% | $12,266-99.2% | $115-18.5% |