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 | $86,776 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,385 | $52,208+0.3% | $86,612-39.5% | $74,419-29.6% |
| Participation rate | 96.7% | 66.3%+30.3pp | 71.7%+25.0pp | 70.7%+25.9pp |
| Annual return | 22.00% | 44.46%-22.5pp | 591.07%-569.1pp | 34.38%-12.4pp |
| Employer contribution / active EE | $3,546 | $2,282+55.4% | $3,022+17.3% | $2,637+34.4% |
| Participant deferral / active EE | $8,618 | $3,383+154.7% | $4,438+94.2% | $4,528+90.3% |
| Admin fee / account holder | $115 | $319-64.0% | $5,614-98.0% | $348-67.0% |