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 | $313,618 |
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 | $113,475 | $122,186-7.1% | $146,958-22.8% | $199,593-43.1% |
| Participation rate | 98.6% | 78.3%+20.3pp | 82.2%+16.5pp | 72.0%+26.7pp |
| Annual return | 17.54% | 30.56%-13.0pp | 418.34%-400.8pp | 34.25%-16.7pp |
| Employer contribution / active EE | $5,364 | $4,093+31.1% | $4,933+8.7% | $3,034+76.8% |
| Participant deferral / active EE | $17,804 | $8,502+109.4% | $8,070+120.6% | $5,087+250.0% |
| Admin fee / account holder | $135 | $179-24.6% | $12,998-99.0% | $269-49.9% |