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 | $294 |
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 | $85,377 | $59,535+43.4% | $90,160-5.3% | $62,292+37.1% |
| Participation rate | 90.5% | 73.0%+17.4pp | 76.9%+13.6pp | 69.5%+21.0pp |
| Annual return | 17.01% | 23.53%-6.5pp | 34.88%-17.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,323 | $1,826-27.6% | $3,318-60.1% | $2,042-35.2% |
| Participant deferral / active EE | $2,303 | $4,639-50.4% | $5,288-56.5% | $3,169-27.3% |
| Admin fee / account holder | $1 | $337-99.7% | $5,943-100.0% | $479-99.8% |