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 | $91,766 |
Filed as: ATLANTA CONSULTING GROUP ADV, LLC Service code 27 · EIN 81-5358976 | Advisory (Plan) | $72,127 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $32,860 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,811 | $72,994+42.2% | $120,354-13.7% | $77,643+33.7% |
| Participation rate | 96.3% | 55.2%+41.1pp | 71.9%+24.4pp | 70.6%+25.7pp |
| Annual return | 16.79% | 18.23%-1.4pp | 107.15%-90.4pp | 31.24%-14.5pp |
| Employer contribution / active EE | $3,257 | $1,793+81.7% | $3,463-5.9% | $2,726+19.5% |
| Participant deferral / active EE | $6,594 | $3,011+119.0% | $4,991+32.1% | $4,647+41.9% |
| Admin fee / account holder | $279 | $658-57.6% | $9,423-97.0% | $430-35.2% |