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 | $1,654 |
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 | $21,583 | $42,810-49.6% | $169,463-87.3% | $55,725-61.3% |
| Participation rate | 61.4% | 64.7%-3.4pp | 77.8%-16.4pp | 70.9%-9.5pp |
| Annual return | -3.01% | -3.61%+0.6pp | 1.83%-4.8pp | 244.93%-247.9pp |
| Employer contribution / active EE | $641 | $1,402-54.3% | $4,159-84.6% | $2,078-69.2% |
| Participant deferral / active EE | $2,116 | $3,141-32.6% | $5,277-59.9% | $3,356-36.9% |
| Admin fee / account holder | $4 | $106-96.0% | $9,109-100.0% | $115-96.3% |