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 | $32,687 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 55 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,994 | $34,677-13.5% | $77,024-61.1% | $64,808-53.7% |
| Participation rate | 70.7% | 49.8%+20.8pp | 67.9%+2.8pp | 71.5%-0.8pp |
| Annual return | -17.00% | -5.33%-11.7pp | 42.32%-59.3pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,856 | $1,370+35.5% | $2,812-34.0% | $2,506-25.9% |
| Participant deferral / active EE | $3,670 | $2,556+43.6% | $4,426-17.1% | $4,310-14.9% |
| Admin fee / account holder | $162 | $179-9.4% | $5,425-97.0% | $188-13.8% |