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 | $7,244 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,280 | $73,360-76.4% | $177,989-90.3% | $74,495-76.8% |
| Participation rate | 72.2% | 66.6%+5.5pp | 77.1%-4.9pp | 67.2%+5.0pp |
| Annual return | 13.08% | 17.49%-4.4pp | 294.48%-281.4pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $407 | $2,216-81.6% | $3,949-89.7% | $2,623-84.5% |
| Participant deferral / active EE | $1,895 | $4,513-58.0% | $6,276-69.8% | $4,346-56.4% |
| Admin fee / account holder | $221 | $1,808-87.8% | $10,363-97.9% | $1,942-88.6% |