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 | $8,593 |
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 | $13,935 | $37,393-62.7% | $77,024-81.9% | $66,914-79.2% |
| Participation rate | 45.1% | 52.9%-7.8pp | 67.9%-22.8pp | 69.8%-24.7pp |
| Annual return | -13.72% | -3.29%-10.4pp | 42.32%-56.0pp | 1.58%-15.3pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,105 | $2,617-19.6% | $4,426-52.4% | $4,237-50.3% |
| Admin fee / account holder | $38 | $567-93.3% | $5,425-99.3% | $593-93.6% |