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 | $108,121 |
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 | $227,241 | $82,202+176.4% | $125,339+81.3% | $64,808+250.6% |
| Participation rate | 96.7% | 77.9%+18.9pp | 82.4%+14.4pp | 71.5%+25.3pp |
| Annual return | -16.94% | 3.48%-20.4pp | 572.05%-589.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,083 | $3,615-70.0% | $4,814-77.5% | $2,506-56.8% |
| Participant deferral / active EE | $13,228 | $7,175+84.4% | $7,446+77.6% | $4,310+206.9% |
| Admin fee / account holder | $174 | $163+6.4% | $10,010-98.3% | $188-7.5% |