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 | $102,317-6.6% | $146,958-35.0% | $80,856+18.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.15% | 134.76%-114.6pp | 418.34%-398.2pp | 35.59%-15.4pp |
| Employer contribution / active EE | $6,942 | $3,713+87.0% | $4,933+40.7% | $2,755+152.0% |
| Participant deferral / active EE | $23,374 | $6,644+251.8% | $8,070+189.6% | $4,296+444.1% |
| Admin fee / account holder | $8 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |