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 8-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 | $13,547 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,127 | $47,634+9.4% | $90,404-42.3% | $90,288-42.3% |
| Participation rate | 96.7% | 67.5%+29.2pp | 72.7%+24.0pp | 73.4%+23.4pp |
| Annual return | 17.11% | 19.61%-2.5pp | 1293.02%-1275.9pp | 53.97%-36.9pp |
| Employer contribution / active EE | $1 | $1,749-99.9% | $3,262-100.0% | $2,524-99.9% |
| Participant deferral / active EE | $4,800 | $2,824+70.0% | $3,963+21.1% | $4,232+13.4% |
| Admin fee / account holder | $19 | $106-81.9% | $5,611-99.7% | $114-83.2% |