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 5-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 | $8,509 |
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 | $32,662 | $69,763-53.2% | $67,502-51.6% | $74,495-56.2% |
| Participation rate | 91.5% | 71.4%+20.1pp | 72.9%+18.6pp | 67.2%+24.3pp |
| Annual return | 13.70% | -40.34%+54.0pp | 3512.12%-3498.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,100 | $3,636+150.3% | $4,000+127.5% | $4,346+109.4% |
| Admin fee / account holder | $36 | $896-95.9% | $3,998-99.1% | $1,942-98.1% |