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 |
|---|---|---|
CADARET GRANT & CO INC6 years Filed as: CADARET, GRANT & CO., INC. Service code 27 110 W. FAYETTE ST · SYRACUSE, NY 13202 | Advisory (Plan) | $14,824 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $13,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,985 | $44,960+35.6% | $84,966-28.2% | $74,495-18.1% |
| Participation rate | 46.5% | 49.4%-2.8pp | 67.5%-21.0pp | 67.2%-20.7pp |
| Annual return | 14.10% | 26.24%-12.1pp | 66.38%-52.3pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $539 | $1,457-63.0% | $2,727-80.2% | $2,623-79.4% |
| Participant deferral / active EE | $1,750 | $2,731-35.9% | $4,519-61.3% | $4,346-59.7% |
| Admin fee / account holder | $318 | $2,209-85.6% | $6,149-94.8% | $1,942-83.6% |