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 9-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 | $488 |
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 | $49,461 | $74,089-33.2% | $133,980-63.1% | $55,167-10.3% |
| Participation rate | 72.3% | 84.3%-12.0pp | 87.1%-14.8pp | 69.0%+3.3pp |
| Annual return | 9.34% | 12.11%-2.8pp | 29.30%-20.0pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,694 | $3,064-44.7% | $5,211-67.5% | $1,963-13.7% |
| Participant deferral / active EE | $4,312 | $4,678-7.8% | $6,282-31.4% | $3,054+41.2% |
| Admin fee / account holder | $228 | $458-50.1% | $9,324-97.5% | $504-54.7% |