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 | $167,001 |
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 | $63,812 | $42,353+50.7% | $79,550-19.8% | $64,808-1.5% |
| Participation rate | 98.5% | 64.8%+33.7pp | 69.5%+29.0pp | 71.5%+27.0pp |
| Annual return | -15.44% | -12.24%-3.2pp | 0.16%-15.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,849 | $1,181+141.4% | $2,413+18.1% | $2,506+13.7% |
| Participant deferral / active EE | $6,948 | $3,170+119.2% | $3,985+74.3% | $4,310+61.2% |
| Admin fee / account holder | $141 | $160-11.7% | $6,832-97.9% | $188-25.0% |