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 INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $888 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,520 | $66,310-40.4% | $93,606-57.8% | $65,185-39.4% |
| Participation rate | 91.2% | 74.0%+17.2pp | 75.8%+15.3pp | 70.2%+21.0pp |
| Annual return | 29.38% | 42.58%-13.2pp | 32.76%-3.4pp | 29.38%0pp |
| Employer contribution / active EE | $2,389 | $2,012+18.8% | $2,718-12.1% | $2,177+9.8% |
| Participant deferral / active EE | $5,754 | $3,342+72.2% | $4,069+41.4% | $3,514+63.8% |
| Admin fee / account holder | $277 | $6,897-96.0% | $7,888-96.5% | $847-67.3% |