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 | $93,822 |
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 | $42,250 | $47,722-11.5% | $82,719-48.9% | $64,808-34.8% |
| Participation rate | 95.5% | 67.6%+27.9pp | 72.6%+22.9pp | 71.5%+24.0pp |
| Annual return | -0.80% | -13.05%+12.3pp | 701.18%-702.0pp | 32.82%-33.6pp |
| Employer contribution / active EE | $3,014 | $2,179+38.3% | $3,009+0.2% | $2,506+20.3% |
| Participant deferral / active EE | $7,927 | $3,329+138.1% | $4,395+80.4% | $4,310+83.9% |
| Admin fee / account holder | $133 | $143-7.3% | $5,329-97.5% | $188-29.4% |