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 | $39,140 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $33,377 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,934 | $129,021-57.4% | $184,203-70.2% | $77,643-29.2% |
| Participation rate | 94.7% | 87.3%+7.3pp | 86.8%+7.9pp | 70.6%+24.1pp |
| Annual return | 14.43% | 33.27%-18.8pp | 28.81%-14.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $628 | $4,413-85.8% | $6,427-90.2% | $2,726-77.0% |
| Participant deferral / active EE | $6,751 | $7,297-7.5% | $9,131-26.1% | $4,647+45.3% |
| Admin fee / account holder | $248 | $254-2.2% | $13,901-98.2% | $430-42.3% |