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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $52,484 |
CARSON WEALTH3 years Filed as: CARSON WEALTH MANAGEMENT, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $21,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,911 | $78,485+164.9% | $106,213+95.7% | $74,495+179.1% |
| Participation rate | 98.9% | 72.8%+26.0pp | 75.3%+23.6pp | 67.2%+31.7pp |
| Annual return | 14.73% | 15.95%-1.2pp | 116.14%-101.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $5,689 | $2,523+125.5% | $3,171+79.4% | $2,623+116.9% |
| Participant deferral / active EE | $11,545 | $4,322+167.1% | $5,016+130.2% | $4,346+165.7% |
| Admin fee / account holder | $268 | $2,232-88.0% | $11,033-97.6% | $1,942-86.2% |