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 U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $656 |
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.
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 | $81,894 | $56,629+44.6% | $77,999+5.0% | $55,167+48.4% |
| Participation rate | 38.8% | 73.3%-34.6pp | 75.5%-36.8pp | 69.0%-30.2pp |
| Annual return | 5.37% | 2866.98%-2861.6pp | 425.96%-420.6pp | 169.23%-163.9pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,005 | $2,777-27.8% | $3,497-42.7% | $3,054-34.4% |
| Admin fee / account holder | $273 | $467-41.4% | $5,480-95.0% | $504-45.7% |