See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $192,366 |
KNAV CPA LLP1 year Service code 10 · EIN 92-3540684 | Accounting | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,483 | $44,897-56.6% | $84,966-77.1% | $199,593-90.2% |
| Participation rate | 69.6% | 45.7%+23.9pp | 67.5%+2.1pp | 72.0%-2.4pp |
| Annual return | 15.31% | 20.96%-5.6pp | 66.38%-51.1pp | 34.25%-18.9pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,056 | $2,668+52.0% | $4,519-10.3% | $5,087-20.3% |
| Admin fee / account holder | $61 | $584-89.6% | $6,149-99.0% | $269-77.3% |