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 | $74,017 |
CARSON WEALTH1 year Filed as: CARSON WEALTH MANAGEMENT, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $38,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,873 | $72,607+87.1% | $90,749+49.7% | $66,914+103.1% |
| Participation rate | 99.5% | 73.7%+25.8pp | 75.7%+23.8pp | 69.8%+29.7pp |
| Annual return | -15.41% | -12.28%-3.1pp | -12.16%-3.2pp | 1.58%-17.0pp |
| Employer contribution / active EE | $5,148 | $2,369+117.4% | $2,921+76.3% | $2,544+102.4% |
| Participant deferral / active EE | $10,455 | $3,977+162.9% | $4,564+129.1% | $4,237+146.8% |
| Admin fee / account holder | $357 | $707-49.5% | $8,445-95.8% | $593-39.8% |