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 | $68,350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $260,200 | $95,274+173.1% | $135,903+91.5% | $74,419+249.6% |
| Participation rate | 85.8% | 78.2%+7.7pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 16.95% | 32.77%-15.8pp | 68.23%-51.3pp | 34.38%-17.4pp |
| Employer contribution / active EE | $5,727 | $3,874+47.8% | $4,856+17.9% | $2,637+117.1% |
| Participant deferral / active EE | $9,727 | $7,782+25.0% | $7,758+25.4% | $4,528+114.8% |
| Admin fee / account holder | $180 | $266-32.2% | $10,762-98.3% | $348-48.1% |