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 | $862 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,328 | $62,327-67.4% | $120,354-83.1% | $74,495-72.7% |
| Participation rate | 72.6% | 56.8%+15.8pp | 71.9%+0.7pp | 67.2%+5.4pp |
| Annual return | 8.23% | 18.61%-10.4pp | 107.15%-98.9pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $584 | $1,843-68.3% | $3,463-83.1% | $2,623-77.8% |
| Participant deferral / active EE | $1,605 | $2,893-44.5% | $4,991-67.8% | $4,346-63.1% |
| Admin fee / account holder | $200 | $2,396-91.6% | $9,423-97.9% | $1,942-89.7% |