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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $90,006 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,317 | $100,801-31.2% | $149,696-53.7% | $73,409-5.6% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.5%+14.5pp | 72.2%+24.8pp |
| Annual return | 21.19% | 265.34%-244.1pp | 276.60%-255.4pp | 59.29%-38.1pp |
| Employer contribution / active EE | $1,651 | $3,312-50.2% | $4,644-64.5% | $2,234-26.1% |
| Participant deferral / active EE | $8,531 | $6,404+33.2% | $6,842+24.7% | $3,805+124.2% |
| Admin fee / account holder | $209 | $181+15.8% | $9,309-97.8% | $158+32.6% |