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 | $165,986 |
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 | $279,351 | $106,028+163.5% | $146,958+90.1% | $77,643+259.8% |
| Participation rate | 88.4% | 78.4%+10.1pp | 82.2%+6.3pp | 70.6%+17.9pp |
| Annual return | 12.52% | 56.73%-44.2pp | 418.34%-405.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $6,757 | $4,063+66.3% | $4,933+37.0% | $2,726+147.9% |
| Participant deferral / active EE | $10,296 | $7,990+28.9% | $8,070+27.6% | $4,647+121.6% |
| Admin fee / account holder | $149 | $337-55.9% | $12,998-98.9% | $430-65.5% |