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 | $310 |
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 | $15,426 | $26,114-40.9% | $58,482-73.6% | $74,419-79.3% |
| Participation rate | 25.1% | 32.1%-7.1pp | 50.9%-25.8pp | 70.7%-45.7pp |
| Annual return | 12.90% | 32.51%-19.6pp | 4239.32%-4226.4pp | 34.38%-21.5pp |
| Employer contribution / active EE | $140 | $536-73.8% | $1,053-86.7% | $2,637-94.7% |
| Participant deferral / active EE | $647 | $1,075-39.8% | $1,924-66.4% | $4,528-85.7% |
| Admin fee / account holder | $6 | $649-99.1% | $2,516-99.8% | $348-98.3% |