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 |
|---|---|---|
Service code 26 · EIN 30-0793896 | Advisory (Participants) | $20,008 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $6,784 |
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 | $23,438 | $30,555-23.3% | $80,716-71.0% | $86,799-73.0% |
| Participation rate | 95.4% | 37.2%+58.2pp | 54.2%+41.2pp | 72.3%+23.1pp |
| Annual return | 21.73% | 30.35%-8.6pp | 87.28%-65.5pp | 97.91%-76.2pp |
| Employer contribution / active EE | $883 | $472+87.0% | $1,160-23.9% | $2,405-63.3% |
| Participant deferral / active EE | $1,014 | $1,050-3.4% | $2,146-52.7% | $4,131-75.4% |
| Admin fee / account holder | $172 | $135+26.8% | $3,380-94.9% | $170+1.3% |