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 | $935 |
Annual investment return 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 | $65,468 | $51,197+27.9% | $82,719-20.9% | $66,914-2.2% |
| Participation rate | 73.3% | 67.8%+5.5pp | 72.6%+0.7pp | 69.8%+3.5pp |
| Annual return | -26.72% | -9.64%-17.1pp | 701.18%-727.9pp | 1.58%-28.3pp |
| Employer contribution / active EE | $2,124 | $2,611-18.6% | $3,009-29.4% | $2,544-16.5% |
| Participant deferral / active EE | $5,142 | $3,458+48.7% | $4,395+17.0% | $4,237+21.4% |
| Admin fee / account holder | $283 | $416-32.0% | $5,329-94.7% | $593-52.3% |