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 RETIRMENT PLAN SRVC Service code 15 · EIN 01-0233346 | Recordkeeping | $36,994 |
APRIO LLP3 years Filed as: APRIO WEALTH MANAGEMENT, LLC Service code 27 5 CONCOURSE PKWY, SUITE 1000 · ATLANTA, GA 30328 | Advisory (Plan) | $24,956 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,988 | $79,519-23.3% | $95,952-36.4% | $73,409-16.9% |
| Participation rate | 95.3% | 81.2%+14.1pp | 77.1%+18.2pp | 72.2%+23.1pp |
| Annual return | 19.41% | 19.20%+0.2pp | 91.61%-72.2pp | 59.29%-39.9pp |
| Employer contribution / active EE | $557 | $2,048-72.8% | $2,541-78.1% | $2,234-75.1% |
| Participant deferral / active EE | $3,817 | $4,138-7.8% | $4,167-8.4% | $3,805+0.3% |
| Admin fee / account holder | $184 | $184-0.3% | $6,795-97.3% | $158+16.4% |