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 | $156,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,605 | $119,446+138.3% | $150,045+89.7% | $85,563+232.6% |
| Participation rate | 98.3% | 75.4%+22.9pp | 82.3%+16.0pp | 66.0%+32.3pp |
| Annual return | 17.14% | 23.72%-6.6pp | 62.55%-45.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $5,796 | $4,078+42.1% | $4,693+23.5% | $2,654+118.4% |
| Participant deferral / active EE | $10,895 | $7,985+36.5% | $7,997+36.2% | $4,375+149.0% |
| Admin fee / account holder | $130 | $548-76.2% | $13,435-99.0% | $834-84.4% |