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 | $1,040 |
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 | $24,543 | $59,328-58.6% | $118,925-79.4% | $73,488-66.6% |
| Participation rate | 81.8% | 62.3%+19.5pp | 75.4%+6.4pp | 70.7%+11.1pp |
| Annual return | 13.09% | 19.13%-6.0pp | 35.88%-22.8pp | 28.51%-15.4pp |
| Employer contribution / active EE | $644 | $1,803-64.3% | $3,263-80.3% | $2,270-71.6% |
| Participant deferral / active EE | $1,699 | $2,604-34.8% | $4,265-60.2% | $3,740-54.6% |
| Admin fee / account holder | $133 | $600-77.8% | $6,581-98.0% | $513-74.0% |