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 | $93,864 |
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 | $247,132 | $95,274+159.4% | $135,903+81.8% | $74,419+232.1% |
| Participation rate | 97.1% | 78.2%+19.0pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 19.18% | 32.77%-13.6pp | 68.23%-49.0pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,165 | $3,874-69.9% | $4,856-76.0% | $2,637-55.8% |
| Participant deferral / active EE | $13,979 | $7,782+79.6% | $7,758+80.2% | $4,528+208.7% |
| Admin fee / account holder | $145 | $266-45.5% | $10,762-98.7% | $348-58.3% |