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 | $11,405 |
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 | $369,962 | $61,272+503.8% | $149,673+147.2% | $71,457+417.7% |
| Participation rate | 90.3% | 62.5%+27.8pp | 78.8%+11.5pp | 67.9%+22.4pp |
| Annual return | 18.45% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $45,533 | $2,378+1814.5% | $4,818+845.1% | $2,588+1659.7% |
| Participant deferral / active EE | $6,155 | $2,917+111.0% | $5,680+8.4% | $4,289+43.5% |
| Admin fee / account holder | $65 | $1,261-94.8% | $13,210-99.5% | $1,587-95.9% |