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 | $1,500 |
Employer contribution per participant 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 | $24,816 | $50,458-50.8% | $159,960-84.5% | $64,808-61.7% |
| Participation rate | 73.6% | 68.0%+5.6pp | 78.0%-4.4pp | 71.5%+2.1pp |
| Annual return | -17.13% | -13.42%-3.7pp | 408.60%-425.7pp | 32.82%-49.9pp |
| Employer contribution / active EE | $306 | $1,722-82.2% | $4,226-92.8% | $2,506-87.8% |
| Participant deferral / active EE | $2,998 | $4,004-25.1% | $6,182-51.5% | $4,310-30.4% |
| Admin fee / account holder | $150 | $706-78.8% | $8,698-98.3% | $188-20.3% |