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 | $4,639 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,505 | $61,156+571.2% | $185,823+120.9% | $79,386+417.1% |
| Participation rate | 85.4% | 66.6%+18.8pp | 81.7%+3.7pp | 70.7%+14.7pp |
| Annual return | 20.00% | 19.45%+0.6pp | 122.05%-102.0pp | 116.85%-96.8pp |
| Employer contribution / active EE | $39,867 | $2,321+1618.0% | $5,167+671.5% | $2,427+1542.3% |
| Participant deferral / active EE | $5,734 | $2,789+105.6% | $5,568+3.0% | $4,046+41.7% |
| Admin fee / account holder | $39 | $710-94.5% | $16,237-99.8% | $626-93.8% |