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 | $250 |
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 | $98,320 | $80,753+21.8% | $136,294-27.9% | $62,292+57.8% |
| Participation rate | 74.5% | 73.5%+0.9pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 20.14% | 35.83%-15.7pp | 5155.94%-5135.8pp | 28.90%-8.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,001 | $5,164-3.2% | $6,247-19.9% | $3,169+57.8% |
| Admin fee / account holder | $263 | $525-50.0% | $9,243-97.2% | $479-45.2% |