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 7-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 26 · EIN 01-0233346 | Advisory (Participants) | $796 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,554 | $102,382-6.7% | $147,005-35.0% | $80,874+18.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.15% | 134.89%-114.7pp | 418.76%-398.6pp | 35.62%-15.5pp |
| Employer contribution / active EE | $6,942 | $3,715+86.9% | $4,934+40.7% | $2,756+151.9% |
| Participant deferral / active EE | $23,374 | $6,646+251.7% | $8,070+189.7% | $4,297+444.0% |
| Admin fee / account holder | $8 | $7,942-99.9% | $13,006-99.9% | $6,935-99.9% |