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 LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,551 |
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 | $27,712 | $56,485-50.9% | $185,823-85.1% | $86,799-68.1% |
| Participation rate | 83.1% | 65.5%+17.6pp | 81.7%+1.4pp | 72.3%+10.8pp |
| Annual return | 13.55% | 118.04%-104.5pp | 122.05%-108.5pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,888 | $1,843+2.5% | $5,167-63.5% | $2,405-21.5% |
| Participant deferral / active EE | $2,929 | $2,553+14.7% | $5,568-47.4% | $4,131-29.1% |
| Admin fee / account holder | $235 | $150+57.3% | $16,237-98.6% | $170+38.8% |