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 6-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 | $6,861 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,779 | $77,503-43.5% | $100,391-56.4% | $80,856-45.9% |
| Participation rate | 98.8% | 76.9%+21.8pp | 81.5%+17.3pp | 67.6%+31.1pp |
| Annual return | 16.48% | 37.20%-20.7pp | 49.20%-32.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,726 | $2,801+33.0% | $3,942-5.5% | $2,755+35.3% |
| Participant deferral / active EE | $11,396 | $6,820+67.1% | $8,082+41.0% | $4,296+165.3% |
| Admin fee / account holder | $45 | $5,897-99.2% | $7,899-99.4% | $6,918-99.4% |