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 6-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 | $63,045 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,543 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,218 | $51,288-50.8% | $81,983-69.2% | $73,409-65.6% |
| Participation rate | 75.0% | 64.0%+11.0pp | 69.2%+5.8pp | 72.2%+2.9pp |
| Annual return | 18.33% | 29.48%-11.2pp | 41.31%-23.0pp | 59.29%-41.0pp |
| Employer contribution / active EE | $1,235 | $1,487-16.9% | $2,498-50.6% | $2,234-44.7% |
| Participant deferral / active EE | $2,199 | $2,715-19.0% | $3,722-40.9% | $3,805-42.2% |
| Admin fee / account holder | $119 | $125-4.6% | $5,664-97.9% | $158-24.3% |