Filed July 22, 2026 (most recent of 2 filings on file)
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 | $21,478 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $19,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,481 | $46,464-64.5% | $150,298-89.0% | $79,634-79.3% |
| Participation rate | 82.8% | 57.0%+25.8pp | 77.8%+5.0pp | 62.5%+20.3pp |
| Annual return | 13.39% | 27.89%-14.5pp | 62.79%-49.4pp | 36.46%-23.1pp |
| Employer contribution / active EE | $1,067 | $1,512-29.4% | $4,154-74.3% | $2,529-57.8% |
| Participant deferral / active EE | $1,385 | $2,157-35.8% | $5,453-74.6% | $3,835-63.9% |
| Admin fee / account holder | $90 | $891-89.9% | $14,116-99.4% | $1,002-91.1% |