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 | $897 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,618 | $85,202-62.9% | $172,739-81.7% | $72,985-56.7% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.6%+11.8pp | 69.5%+25.0pp |
| Annual return | 12.22% | 27.32%-15.1pp | 802.84%-790.6pp | 81.00%-68.8pp |
| Employer contribution / active EE | $3,304 | $3,324-0.6% | $5,143-35.8% | $2,440+35.4% |
| Participant deferral / active EE | $1,789 | $3,260-45.1% | $5,198-65.6% | $3,607-50.4% |
| Admin fee / account holder | $36 | $5,884-99.4% | $13,954-99.7% | $5,124-99.3% |