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 | $131 |
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 | $66,887 | $58,879+13.6% | $178,490-62.5% | $73,488-9.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.22% | 24.86%-6.6pp | 151.07%-132.8pp | 28.51%-10.3pp |
| Employer contribution / active EE | $4,968 | $2,236+122.2% | $5,011-0.8% | $2,270+118.9% |
| Participant deferral / active EE | $6,031 | $2,567+134.9% | $5,202+16.0% | $3,740+61.3% |
| Admin fee / account holder | $0 | $400-99.9% | $13,984-100.0% | $513-99.9% |