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 | $8,311 |
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 | $314,747 | $65,061+383.8% | $143,757+118.9% | $66,914+370.4% |
| Participation rate | 94.6% | 65.2%+29.4pp | 80.3%+14.3pp | 69.8%+24.8pp |
| Annual return | -12.61% | -11.14%-1.5pp | -0.04%-12.6pp | 1.58%-14.2pp |
| Employer contribution / active EE | $45,704 | $2,361+1836.1% | $4,951+823.1% | $2,544+1696.4% |
| Participant deferral / active EE | $6,126 | $2,919+109.9% | $5,637+8.7% | $4,237+44.6% |
| Admin fee / account holder | $53 | $502-89.5% | $14,673-99.6% | $593-91.1% |