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 | $53,569 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,021 | $52,670-27.8% | $90,404-57.9% | $73,409-48.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 37.34% | 20.70%+16.6pp | 1293.02%-1255.7pp | 59.29%-22.0pp |
| Employer contribution / active EE | $1,982 | $1,872+5.9% | $3,262-39.2% | $2,234-11.3% |
| Participant deferral / active EE | $5,114 | $2,807+82.2% | $3,963+29.0% | $3,805+34.4% |
| Admin fee / account holder | $92 | $117-21.4% | $5,611-98.4% | $158-41.9% |