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 | $113,752 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $287,415 | $104,317+175.5% | $159,436+80.3% | $86,799+231.1% |
| Participation rate | 98.3% | 77.7%+20.6pp | 82.8%+15.4pp | 72.3%+26.0pp |
| Annual return | 15.52% | 26.32%-10.8pp | 263.57%-248.0pp | 97.91%-82.4pp |
| Employer contribution / active EE | $1,083 | $3,451-68.6% | $4,829-77.6% | $2,405-55.0% |
| Participant deferral / active EE | $13,493 | $6,837+97.4% | $7,352+83.5% | $4,131+226.6% |
| Admin fee / account holder | $189 | $172+9.9% | $10,799-98.2% | $170+11.6% |