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 | $32,409 |
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 | $134,640 | $95,274+41.3% | $135,903-0.9% | $74,419+80.9% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.0pp |
| Annual return | 17.74% | 32.77%-15.0pp | 68.23%-50.5pp | 34.38%-16.6pp |
| Employer contribution / active EE | $6,089 | $3,874+57.2% | $4,856+25.4% | $2,637+130.9% |
| Participant deferral / active EE | $13,584 | $7,782+74.6% | $7,758+75.1% | $4,528+200.0% |
| Admin fee / account holder | $31 | $266-88.3% | $10,762-99.7% | $348-91.0% |