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 7-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 | $7,432 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,635 | $95,274+63.4% | $135,903+14.5% | $74,419+109.1% |
| Participation rate | 90.5% | 78.2%+12.3pp | 81.9%+8.6pp | 70.7%+19.8pp |
| Annual return | 38.54% | 32.77%+5.8pp | 68.23%-29.7pp | 34.38%+4.2pp |
| Employer contribution / active EE | $2,793 | $3,874-27.9% | $4,856-42.5% | $2,637+5.9% |
| Participant deferral / active EE | $10,751 | $7,782+38.2% | $7,758+38.6% | $4,528+137.4% |
| Admin fee / account holder | $19 | $266-92.7% | $10,762-99.8% | $348-94.4% |