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 | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,866 | $59,805-31.7% | $79,550-48.6% | $68,494-40.3% |
| Participation rate | 23.6% | 61.1%-37.5pp | 69.5%-45.9pp | 67.9%-44.3pp |
| Annual return | -17.76% | -12.30%-5.5pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,743 | $3,024-9.3% | $3,985-31.2% | $4,027-31.9% |
| Admin fee / account holder | $127 | $4,835-97.4% | $6,832-98.1% | $5,403-97.6% |