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 5-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 | $4,952 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,561 | $66,457-8.9% | $81,438-25.6% | $77,671-22.0% |
| Participation rate | 85.6% | 68.7%+16.9pp | 69.5%+16.1pp | 70.6%+15.0pp |
| Annual return | 15.65% | 15.93%-0.3pp | 24.74%-9.1pp | 31.21%-15.6pp |
| Employer contribution / active EE | $2,616 | $2,159+21.2% | $2,460+6.3% | $2,726-4.0% |
| Participant deferral / active EE | $5,173 | $3,679+40.6% | $3,883+33.2% | $4,648+11.3% |
| Admin fee / account holder | $85 | $583-85.4% | $5,764-98.5% | $430-80.3% |