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 4-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 | $1,987 |
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).
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 | $15,869 | $46,292-65.7% | $143,757-89.0% | $64,808-75.5% |
| Participation rate | 31.2% | 64.2%-33.0pp | 80.3%-49.1pp | 71.5%-40.3pp |
| Annual return | -14.42% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $622 | $1,910-67.4% | $4,951-87.4% | $2,506-75.2% |
| Participant deferral / active EE | $933 | $2,646-64.7% | $5,637-83.4% | $4,310-78.3% |
| Admin fee / account holder | $143 | $154-6.8% | $14,673-99.0% | $188-23.7% |