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 | $1,179 |
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 | $74,540 | $49,451+50.7% | $79,550-6.3% | $66,914+11.4% |
| Participation rate | 75.2% | 61.3%+13.9pp | 69.5%+5.7pp | 69.8%+5.4pp |
| Annual return | -15.84% | 84.25%-100.1pp | 0.16%-16.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $971 | $1,266-23.3% | $2,413-59.8% | $2,544-61.8% |
| Participant deferral / active EE | $2,701 | $3,159-14.5% | $3,985-32.2% | $4,237-36.2% |
| Admin fee / account holder | $11 | $595-98.2% | $6,832-99.8% | $593-98.2% |