Filed August 26, 2026 (most recent of 5 filings on file)
Total covered: 2 employees
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $57,105 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $521,924 | $121,341+330.1% | $189,513+175.4% | $79,386+557.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 12.37% | 21.08%-8.7pp | 555.15%-542.8pp | 116.85%-104.5pp |
| Employer contribution / active EE | $13,273 | $3,915+239.1% | $6,162+115.4% | $2,427+446.8% |
| Participant deferral / active EE | $11,666 | $6,395+82.4% | $8,221+41.9% | $4,046+188.4% |
| Admin fee / account holder | $269 | $651-58.6% | $12,045-97.8% | $626-57.0% |