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 | $466,204 |
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 | $122,874 | $122,186+0.6% | $146,958-16.4% | $199,593-38.4% |
| Participation rate | 98.0% | 78.3%+19.8pp | 82.2%+15.9pp | 72.0%+26.1pp |
| Annual return | 16.50% | 30.56%-14.1pp | 418.34%-401.8pp | 34.25%-17.7pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $12,351 | $8,502+45.3% | $8,070+53.0% | $5,087+142.8% |
| Admin fee / account holder | $80 | $179-55.3% | $12,998-99.4% | $269-70.3% |