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 LIFE INSURANCE USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,002 |
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 | $74,201 | $56,503+31.3% | $70,092+5.9% | $64,808+14.5% |
| Participation rate | 93.3% | 70.5%+22.8pp | 70.5%+22.8pp | 71.5%+21.8pp |
| Annual return | -10.06% | -13.44%+3.4pp | 190.73%-200.8pp | 32.82%-42.9pp |
| Employer contribution / active EE | $4,329 | $2,046+111.5% | $2,559+69.2% | $2,506+72.7% |
| Participant deferral / active EE | $5,499 | $3,389+62.2% | $3,849+42.9% | $4,310+27.6% |
| Admin fee / account holder | $11 | $160-92.9% | $6,267-99.8% | $188-93.9% |