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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $97,577 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $30,022 |
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 | $59,835 | $84,784-29.4% | $98,439-39.2% | $74,419-19.6% |
| Participation rate | 98.4% | 81.5%+16.9pp | 75.2%+23.3pp | 70.7%+27.7pp |
| Annual return | 17.63% | 20.59%-3.0pp | 21.16%-3.5pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,551 | $3,364-53.9% | $3,048-49.1% | $2,637-41.2% |
| Participant deferral / active EE | $4,821 | $5,218-7.6% | $4,738+1.8% | $4,528+6.5% |
| Admin fee / account holder | $131 | $204-36.1% | $8,948-98.5% | $348-62.5% |