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 | $1,919 |
Filed as: PRINCIPAL SECURITIES INC. Service code 27 | Advisory (Plan) | $0 |
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 | $76,441 | $54,573+40.1% | $90,951-16.0% | $73,488+4.0% |
| Participation rate | 73.1% | 61.2%+12.0pp | 69.0%+4.1pp | 70.7%+2.5pp |
| Annual return | 12.46% | 16.69%-4.2pp | 134.60%-122.1pp | 28.51%-16.1pp |
| Employer contribution / active EE | $788 | $991-20.6% | $2,122-62.9% | $2,270-65.3% |
| Participant deferral / active EE | $2,309 | $2,517-8.3% | $3,373-31.5% | $3,740-38.2% |
| Admin fee / account holder | $18 | $521-96.6% | $5,959-99.7% | $513-96.6% |