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 8-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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $12,229 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,891 | $39,819-2.3% | $67,834-42.7% | $57,658-32.6% |
| Participation rate | 94.1% | 61.2%+32.8pp | 68.8%+25.3pp | 70.2%+23.8pp |
| Annual return | 80.17% | 9.19%+71.0pp | 138.47%-58.3pp | 5.13%+75.0pp |
| Employer contribution / active EE | $271 | $1,277-78.8% | $2,403-88.7% | $1,974-86.3% |
| Participant deferral / active EE | $739 | $2,209-66.6% | $3,160-76.6% | $3,061-75.9% |
| Admin fee / account holder | $39 | $84-53.3% | $4,622-99.2% | $95-58.7% |