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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,476 |
Filed as: PRINCIPAL SECURITIES INC. Service code 27 | Advisory (Plan) | $0 |
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 | $66,047 | $49,138+34.4% | $84,015-21.4% | $65,185+1.3% |
| Participation rate | 71.3% | 60.7%+10.6pp | 69.0%+2.3pp | 70.2%+1.1pp |
| Annual return | 24.41% | 23.00%+1.4pp | 71.31%-46.9pp | 29.38%-5.0pp |
| Employer contribution / active EE | $877 | $914-4.0% | $1,983-55.8% | $2,177-59.7% |
| Participant deferral / active EE | $2,473 | $2,397+3.2% | $3,239-23.7% | $3,514-29.6% |
| Admin fee / account holder | $18 | $543-96.7% | $6,101-99.7% | $847-97.9% |