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 Service code 15 · EIN 01-0233346 | Recordkeeping | $416,226 |
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 | $139,158 | $145,877-4.6% | $150,045-7.3% | $102,872+35.3% |
| Participation rate | 99.2% | 79.8%+19.4pp | 82.3%+16.9pp | 73.0%+26.2pp |
| Annual return | 18.28% | 21.37%-3.1pp | 62.55%-44.3pp | 19.06%-0.8pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $12,534 | $9,491+32.1% | $7,997+56.7% | $5,535+126.5% |
| Admin fee / account holder | $69 | $176-60.6% | $13,435-99.5% | $292-76.3% |