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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $21,461 | $35,485-39.5% | $74,550-71.2% | $55,725-61.5% |
| Participation rate | 39.2% | 62.5%-23.4pp | 69.1%-30.0pp | 70.9%-31.7pp |
| Annual return | -7.86% | 0.72%-8.6pp | 32.53%-40.4pp | 244.93%-252.8pp |
| Employer contribution / active EE | $292 | $777-62.4% | $1,961-85.1% | $2,078-86.0% |
| Participant deferral / active EE | $1,886 | $2,181-13.5% | $3,108-39.3% | $3,356-43.8% |
| Admin fee / account holder | $203 | $114+77.8% | $5,060-96.0% | $115+76.5% |