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 | $526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,259 | $59,417+62.0% | $93,606+2.8% | $74,495+29.2% |
| Participation rate | 45.0% | 59.7%-14.7pp | 68.7%-23.7pp | 67.2%-22.2pp |
| Annual return | 10.83% | 81.83%-71.0pp | 133.20%-122.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $370 | $1,264-70.8% | $2,420-84.7% | $2,623-85.9% |
| Participant deferral / active EE | $2,470 | $3,050-19.0% | $4,411-44.0% | $4,346-43.2% |
| Admin fee / account holder | $111 | $3,021-96.3% | $8,285-98.7% | $1,942-94.3% |