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 | $924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,879 | $49,138+36.1% | $84,015-20.4% | $65,185+2.6% |
| Participation rate | 44.4% | 60.7%-16.3pp | 69.0%-24.6pp | 70.2%-25.8pp |
| Annual return | 20.55% | 23.00%-2.4pp | 71.31%-50.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $350 | $914-61.7% | $1,983-82.4% | $2,177-83.9% |
| Participant deferral / active EE | $2,341 | $2,397-2.3% | $3,239-27.7% | $3,514-33.4% |
| Admin fee / account holder | $75 | $543-86.2% | $6,101-98.8% | $847-91.1% |