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 | $47,849 |
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 | $427,910 | $102,553+317.3% | $151,611+182.2% | $66,914+539.5% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -16.76% | -10.82%-5.9pp | 3.33%-20.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $14,071 | $4,180+236.6% | $6,166+128.2% | $2,544+453.1% |
| Participant deferral / active EE | $12,215 | $6,641+83.9% | $8,363+46.1% | $4,237+188.3% |
| Admin fee / account holder | $225 | $630-64.3% | $11,616-98.1% | $593-62.1% |