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 | $646 |
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 | $71,033 | $59,186+20.0% | $76,768-7.5% | $56,287+26.2% |
| Participation rate | 85.0% | 75.2%+9.8pp | 77.0%+8.1pp | 69.9%+15.2pp |
| Annual return | -5.80% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $631 | $1,759-64.1% | $2,485-74.6% | $2,111-70.1% |
| Participant deferral / active EE | $4,699 | $3,255+44.4% | $3,852+22.0% | $3,350+40.3% |
| Admin fee / account holder | $14 | $489-97.2% | $6,675-99.8% | $521-97.3% |