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 | $1,325 |
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 | $28,679 | $60,607-52.7% | $189,557-84.9% | $86,799-67.0% |
| Participation rate | 73.3% | 68.9%+4.4pp | 78.4%-5.1pp | 72.3%+1.0pp |
| Annual return | 14.96% | 65.18%-50.2pp | 64.17%-49.2pp | 97.91%-83.0pp |
| Employer contribution / active EE | $499 | $1,626-69.3% | $4,412-88.7% | $2,405-79.3% |
| Participant deferral / active EE | $3,027 | $3,895-22.3% | $6,174-51.0% | $4,131-26.7% |
| Admin fee / account holder | $162 | $159+2.2% | $9,807-98.3% | $170-4.4% |