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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $34,170 |
Filed as: RAYMOND JAMES FIN SERVICES, INC. Service code 27 · EIN 59-1517485 | Advisory (Plan) | $10,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,889 | $53,136-60.7% | $155,509-86.6% | $199,593-89.5% |
| Participation rate | 45.9% | 64.1%-18.1pp | 78.2%-32.2pp | 72.0%-26.0pp |
| Annual return | 13.56% | 41.15%-27.6pp | 64.67%-51.1pp | 34.25%-20.7pp |
| Employer contribution / active EE | $579 | $1,851-68.7% | $4,672-87.6% | $3,034-80.9% |
| Participant deferral / active EE | $2,093 | $3,161-33.8% | $5,626-62.8% | $5,087-58.8% |
| Admin fee / account holder | $61 | $185-67.2% | $15,912-99.6% | $269-77.4% |