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 | $80,805 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,678 | $58,290-26.8% | $98,442-56.6% | $86,799-50.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 22.79% | 43.48%-20.7pp | 1492.73%-1469.9pp | 97.91%-75.1pp |
| Employer contribution / active EE | $2,684 | $2,008+33.7% | $2,960-9.3% | $2,405+11.6% |
| Participant deferral / active EE | $6,207 | $3,152+96.9% | $4,276+45.1% | $4,131+50.2% |
| Admin fee / account holder | $131 | $138-5.1% | $5,949-97.8% | $170-22.9% |