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 | $1,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,514 | $48,471-49.4% | $182,532-86.6% | $67,579-63.7% |
| Participation rate | 65.4% | 67.2%-1.8pp | 78.0%-12.6pp | 71.3%-5.9pp |
| Annual return | 21.69% | 31.08%-9.4pp | 148.54%-126.8pp | 378.56%-356.9pp |
| Employer contribution / active EE | $253 | $1,461-82.7% | $4,076-93.8% | $2,148-88.2% |
| Participant deferral / active EE | $2,259 | $3,324-32.0% | $5,524-59.1% | $3,539-36.2% |
| Admin fee / account holder | $92 | $151-39.3% | $8,592-98.9% | $142-35.5% |