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 LLC10+ years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $9,000 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,236 | $104,919-39.7% | $116,228-45.6% | $85,563-26.1% |
| Participation rate | 83.5% | 78.6%+4.9pp | 74.6%+8.9pp | 66.0%+17.5pp |
| Annual return | 15.50% | 15.38%+0.1pp | 90.06%-74.6pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,573 | $3,485-54.9% | $2,994-47.5% | $2,654-40.7% |
| Participant deferral / active EE | $4,526 | $5,306-14.7% | $4,953-8.6% | $4,375+3.4% |
| Admin fee / account holder | $295 | $429-31.2% | $11,989-97.5% | $834-64.7% |