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 6-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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,503 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $43,243 |
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 | $101,959 | $59,054+72.7% | $97,167+4.9% | $77,671+31.3% |
| Participation rate | 95.8% | 67.9%+28.0pp | 72.7%+23.2pp | 70.6%+25.3pp |
| Annual return | 14.00% | 16.96%-3.0pp | 75.27%-61.3pp | 31.21%-17.2pp |
| Employer contribution / active EE | $5,275 | $1,742+202.8% | $2,729+93.3% | $2,726+93.5% |
| Participant deferral / active EE | $10,112 | $3,930+157.3% | $4,264+137.2% | $4,648+117.6% |
| Admin fee / account holder | $215 | $346-37.9% | $5,650-96.2% | $430-50.1% |