See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC6+ years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $9,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,665 | $79,428-17.3% | $106,548-38.4% | $79,386-17.3% |
| Participation rate | 75.8% | 74.1%+1.7pp | 76.1%-0.3pp | 70.7%+5.1pp |
| Annual return | 14.96% | 18.27%-3.3pp | 26.80%-11.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,203 | $2,234-46.2% | $2,819-57.3% | $2,427-50.4% |
| Participant deferral / active EE | $3,760 | $3,823-1.6% | $4,398-14.5% | $4,046-7.1% |
| Admin fee / account holder | $298 | $523-43.1% | $7,407-96.0% | $626-52.5% |