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 | $814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,111 | $50,956+76.8% | $96,562-6.7% | $86,799+3.8% |
| Participation rate | 37.5% | 65.2%-27.7pp | 69.8%-32.3pp | 72.3%-34.8pp |
| Annual return | 11.09% | 21.27%-10.2pp | 37.78%-26.7pp | 97.91%-86.8pp |
| Employer contribution / active EE | $347 | $1,111-68.7% | $2,356-85.3% | $2,405-85.6% |
| Participant deferral / active EE | $2,416 | $2,954-18.2% | $3,849-37.2% | $4,131-41.5% |
| Admin fee / account holder | $29 | $166-82.3% | $6,181-99.5% | $170-82.7% |