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 | $103,695 |
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 | $106,730 | $120,450-11.4% | $159,436-33.1% | $93,030+14.7% |
| Participation rate | 94.7% | 78.0%+16.7pp | 82.8%+11.9pp | 73.9%+20.8pp |
| Annual return | 18.45% | 27.11%-8.7pp | 263.57%-245.1pp | 158.70%-140.3pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,829-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $8,994 | $7,283+23.5% | $7,352+22.3% | $4,562+97.1% |
| Admin fee / account holder | $18 | $137-86.7% | $10,799-99.8% | $152-88.0% |