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 | $5,091 |
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 | $91,627 | $73,638+24.4% | $108,410-15.5% | $79,386+15.4% |
| Participation rate | 98.9% | 77.4%+21.6pp | 80.1%+18.8pp | 70.7%+28.2pp |
| Annual return | 20.24% | 33.27%-13.0pp | 905.27%-885.0pp | 116.85%-96.6pp |
| Employer contribution / active EE | $7,873 | $2,397+228.5% | $3,558+121.3% | $2,427+224.3% |
| Participant deferral / active EE | $8,799 | $6,218+41.5% | $6,563+34.1% | $4,046+117.5% |
| Admin fee / account holder | $19 | $638-97.0% | $7,295-99.7% | $626-96.9% |