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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $122,099 |
Filed as: KRONICK, KALADA BERDY AND CO Service code 10 190 LATHROP ST · KINGSTON, PA 18704 | Accounting | $11,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,499 | $58,778-71.9% | $129,207-87.2% | $77,643-78.8% |
| Participation rate | 94.8% | 59.2%+35.6pp | 69.6%+25.2pp | 70.6%+24.2pp |
| Annual return | 11.50% | 24.73%-13.2pp | 9417.33%-9405.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $450 | $1,952-77.0% | $4,153-89.2% | $2,726-83.5% |
| Participant deferral / active EE | $2,487 | $3,212-22.6% | $4,168-40.3% | $4,647-46.5% |
| Admin fee / account holder | $141 | $589-76.1% | $7,715-98.2% | $430-67.3% |