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 | $694 |
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 | $75,071 | $49,451+51.8% | $79,550-5.6% | $66,914+12.2% |
| Participation rate | 45.0% | 61.3%-16.3pp | 69.5%-24.5pp | 69.8%-24.8pp |
| Annual return | -19.08% | 84.25%-103.3pp | 0.16%-19.2pp | 1.58%-20.7pp |
| Employer contribution / active EE | $410 | $1,266-67.6% | $2,413-83.0% | $2,544-83.9% |
| Participant deferral / active EE | $2,801 | $3,159-11.3% | $3,985-29.7% | $4,237-33.9% |
| Admin fee / account holder | $38 | $595-93.5% | $6,832-99.4% | $593-93.5% |