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 | $42,746 |
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 | $125,048 | $185,342-32.5% | $111,297+12.4% | $86,799+44.1% |
| Participation rate | 98.9% | 81.0%+17.9pp | 77.3%+21.6pp | 72.3%+26.6pp |
| Annual return | 12.61% | 500.80%-488.2pp | 54.65%-42.0pp | 97.91%-85.3pp |
| Employer contribution / active EE | $2,253 | $2,246+0.3% | $2,731-17.5% | $2,405-6.3% |
| Participant deferral / active EE | $5,681 | $4,458+27.4% | $4,487+26.6% | $4,131+37.5% |
| Admin fee / account holder | $105 | $255-58.9% | $7,964-98.7% | $170-38.1% |