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 LLC Service code 15 · EIN 80-0709115 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $25,282 |
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 | $154,600 | $101,317+52.6% | $146,958+5.2% | $74,495+107.5% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 14.96% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $11,787 | $3,810+209.3% | $4,933+138.9% | $2,623+349.4% |
| Participant deferral / active EE | $7,321 | $7,303+0.2% | $8,070-9.3% | $4,346+68.5% |
| Admin fee / account holder | $150 | $1,739-91.4% | $12,998-98.8% | $1,942-92.3% |