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 | $668,962 |
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 | $103,641 | $107,459-3.6% | $135,903-23.7% | $80,160+29.3% |
| Participation rate | 98.6% | 78.0%+20.5pp | 81.9%+16.7pp | 72.9%+25.6pp |
| Annual return | 21.89% | 91.91%-70.0pp | 68.23%-46.3pp | 40.38%-18.5pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $12,019 | $8,195+46.7% | $7,758+54.9% | $5,017+139.6% |
| Admin fee / account holder | $110 | $127-13.1% | $10,762-99.0% | $145-23.9% |