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 | $14,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,642 | $132,049-48.0% | $200,582-65.8% | $74,304-7.6% |
| Participation rate | 77.9% | 84.1%-6.1pp | 86.9%-9.0pp | 60.3%+17.6pp |
| Annual return | 38.36% | 22.22%+16.1pp | 42.33%-4.0pp | 29.43%+8.9pp |
| Employer contribution / active EE | $2,521 | $4,558-44.7% | $6,419-60.7% | $2,241+12.5% |
| Participant deferral / active EE | $3,679 | $7,213-49.0% | $9,331-60.6% | $3,767-2.4% |
| Admin fee / account holder | $107 | $2,405-95.6% | $16,305-99.3% | $2,969-96.4% |