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 | $1,074 |
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 | $23,911 | $70,002-65.8% | $115,037-79.2% | $52,331-54.3% |
| Participation rate | 99.0% | 72.1%+26.9pp | 81.4%+17.7pp | 68.1%+30.9pp |
| Annual return | 2.64% | 4.04%-1.4pp | 26.14%-23.5pp | 4.54%-1.9pp |
| Employer contribution / active EE | $4,222 | $2,715+55.5% | $4,608-8.4% | $1,882+124.4% |
| Participant deferral / active EE | $4,870 | $4,920-1.0% | $6,026-19.2% | $3,022+61.1% |
| Admin fee / account holder | $41 | $566-92.7% | $8,175-99.5% | $592-93.1% |