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 |
|---|---|---|
Service code 26 · EIN 27-2807213 | Advisory (Participants) | $30,298 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
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 | $91,859 | $84,487+8.7% | $125,339-26.7% | $66,914+37.3% |
| Participation rate | 88.4% | 76.4%+12.0pp | 82.4%+6.0pp | 69.8%+18.6pp |
| Annual return | -16.46% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,153 | $3,553-11.2% | $4,814-34.5% | $2,544+23.9% |
| Participant deferral / active EE | $6,804 | $6,781+0.3% | $7,446-8.6% | $4,237+60.6% |
| Admin fee / account holder | $582 | $685-15.1% | $10,010-94.2% | $593-1.9% |