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 | $4,222 |
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 | $121,840 | $132,049-7.7% | $200,582-39.3% | $74,304+64.0% |
| Participation rate | 94.9% | 84.1%+10.9pp | 86.9%+8.0pp | 60.3%+34.6pp |
| Annual return | 21.37% | 22.22%-0.8pp | 42.33%-21.0pp | 29.43%-8.1pp |
| Employer contribution / active EE | $3,153 | $4,558-30.8% | $6,419-50.9% | $2,241+40.7% |
| Participant deferral / active EE | $4,903 | $7,213-32.0% | $9,331-47.5% | $3,767+30.1% |
| Admin fee / account holder | $296 | $2,405-87.7% | $16,305-98.2% | $2,969-90.0% |