Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $82,255 |
FIDUCENT ADVISORS4+ years Service code 26 · EIN 36-4001764 | Advisory (Participants) | $35,780 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,799 | $106,110-32.3% | $147,005-51.2% | $77,671-7.6% |
| Participation rate | 70.1% | 78.4%-8.3pp | 82.2%-12.1pp | 70.6%-0.5pp |
| Annual return | 17.55% | 56.77%-39.2pp | 418.76%-401.2pp | 31.21%-13.7pp |
| Employer contribution / active EE | $3,195 | $4,065-21.4% | $4,934-35.2% | $2,726+17.2% |
| Participant deferral / active EE | $7,356 | $7,992-8.0% | $8,070-8.8% | $4,648+58.3% |
| Admin fee / account holder | $171 | $338-49.5% | $13,006-98.7% | $430-60.4% |