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 | $4,141 |
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 | $158,647 | $88,634+79.0% | $101,326+56.6% | $74,304+113.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 15.76% | 33.10%-17.3pp | 36.82%-21.1pp | 29.43%-13.7pp |
| Employer contribution / active EE | $8,655 | $2,930+195.4% | $3,665+136.1% | $2,241+286.2% |
| Participant deferral / active EE | $10,572 | $7,322+44.4% | $7,994+32.3% | $3,767+180.6% |
| Admin fee / account holder | $16 | $2,425-99.3% | $11,185-99.9% | $2,969-99.5% |