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 Service code 15 · EIN 01-0233346 | Recordkeeping | $150,300 |
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 | $150,978 | $88,890+69.8% | $102,423+47.4% | $77,643+94.5% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 14.98% | 24.98%-10.0pp | 29.32%-14.3pp | 31.24%-16.3pp |
| Employer contribution / active EE | $5,763 | $2,698+113.6% | $3,023+90.6% | $2,726+111.4% |
| Participant deferral / active EE | $9,641 | $5,145+87.4% | $5,053+90.8% | $4,647+107.5% |
| Admin fee / account holder | $130 | $235-44.8% | $9,451-98.6% | $430-69.8% |