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 TRUST COMPANY Service code 15 · EIN 80-0709115 | Recordkeeping | $29,418 |
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 | $164,706 | $98,750+66.8% | $149,696+10.0% | $79,858+106.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.89% | 27.43%-4.5pp | 276.60%-253.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $3,550 | $3,216+10.4% | $4,644-23.6% | $2,471+43.7% |
| Participant deferral / active EE | $6,781 | $5,680+19.4% | $6,842-0.9% | $3,740+81.3% |
| Admin fee / account holder | $6 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |