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 | $58 |
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 | $32,876 | $56,897-42.2% | $84,750-61.2% | $62,891-47.7% |
| Participation rate | 86.3% | 68.5%+17.8pp | 76.6%+9.7pp | 69.3%+17.0pp |
| Annual return | 7.14% | 6.30%+0.8pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,525 | $2,400-36.5% | $3,574-57.3% | $2,281-33.2% |
| Participant deferral / active EE | $2,845 | $2,709+5.0% | $3,712-23.3% | $3,203-11.2% |
| Admin fee / account holder | $10 | $3,581-99.7% | $5,332-99.8% | $4,296-99.8% |