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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $356 |
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 | $18,151 | $55,453-67.3% | $170,442-89.4% | $62,292-70.9% |
| Participation rate | 85.7% | 66.4%+19.3pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 22.16% | 21.38%+0.8pp | 205.93%-183.8pp | 28.90%-6.7pp |
| Employer contribution / active EE | $978 | $2,164-54.8% | $5,433-82.0% | $2,042-52.1% |
| Participant deferral / active EE | $2,664 | $2,303+15.7% | $4,939-46.1% | $3,169-15.9% |
| Admin fee / account holder | $80 | $455-82.5% | $13,880-99.4% | $479-83.4% |