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 | $406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,556 | $58,083-18.1% | $80,019-40.6% | $56,287-15.5% |
| Participation rate | 26.5% | 73.6%-47.1pp | 75.8%-49.4pp | 69.9%-43.4pp |
| Annual return | -7.41% | 34.61%-42.0pp | 11.22%-18.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $537 | $1,932-72.2% | $2,468-78.2% | $2,111-74.6% |
| Participant deferral / active EE | $1,770 | $3,135-43.5% | $3,686-52.0% | $3,350-47.2% |
| Admin fee / account holder | $66 | $623-89.4% | $6,521-99.0% | $521-87.4% |