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 | $1,245 |
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 | $46,717 | $84,487-44.7% | $125,339-62.7% | $66,914-30.2% |
| Participation rate | 70.7% | 76.4%-5.7pp | 82.4%-11.7pp | 69.8%+0.9pp |
| Annual return | -11.22% | -8.39%-2.8pp | 572.05%-583.3pp | 1.58%-12.8pp |
| Employer contribution / active EE | $1,873 | $3,553-47.3% | $4,814-61.1% | $2,544-26.4% |
| Participant deferral / active EE | $3,793 | $6,781-44.1% | $7,446-49.1% | $4,237-10.5% |
| Admin fee / account holder | $205 | $685-70.1% | $10,010-98.0% | $593-65.5% |