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 4-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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $26,264 |
KOVACK SECURITIES INC2+ years Filed as: KOVACK SECURITIES, INC. Service code 27 · EIN 20-0981614 | Advisory (Plan) | $14,638 |
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 | $36,563 | $63,442-42.4% | $68,791-46.9% | $66,914-45.4% |
| Participation rate | 91.5% | 60.0%+31.5pp | 69.0%+22.5pp | 69.8%+21.7pp |
| Annual return | -14.90% | -8.29%-6.6pp | -6.38%-8.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $982 | $1,775-44.7% | $2,655-63.0% | $2,544-61.4% |
| Participant deferral / active EE | $4,694 | $2,945+59.4% | $3,941+19.1% | $4,237+10.8% |
| Admin fee / account holder | $194 | $577-66.5% | $4,932-96.1% | $593-67.4% |