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 10-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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $69,905 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,408 | $53,911-15.8% | $130,648-65.2% | $77,787-41.6% |
| Participation rate | 75.5% | 60.2%+15.3pp | 71.7%+3.7pp | 73.2%+2.3pp |
| Annual return | 19.77% | 21.93%-2.2pp | 1708.96%-1689.2pp | 32.57%-12.8pp |
| Employer contribution / active EE | $1,219 | $1,826-33.2% | $4,092-70.2% | $2,504-51.3% |
| Participant deferral / active EE | $2,011 | $2,288-12.1% | $3,603-44.2% | $3,967-49.3% |
| Admin fee / account holder | $29 | $129-77.2% | $5,464-99.5% | $100-70.7% |