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 | $260 |
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 | $54,842 | $52,953+3.6% | $172,739-68.3% | $65,185-15.9% |
| Participation rate | 96.1% | 66.2%+29.9pp | 82.6%+13.5pp | 70.2%+25.9pp |
| Annual return | 23.40% | 30.12%-6.7pp | 802.84%-779.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $5,041 | $2,190+130.2% | $5,143-2.0% | $2,177+131.6% |
| Participant deferral / active EE | $5,654 | $2,471+128.8% | $5,198+8.8% | $3,514+60.9% |
| Admin fee / account holder | $1 | $472-99.8% | $13,954-100.0% | $847-99.9% |