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 |
|---|---|---|
FORVIS MAZARS, LLP3 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 26 · EIN 43-1815436 | Advisory (Participants) | $60,250 |
Filed as: JOHN HANCOCK LIFE INSURANCE (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $1,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,204 | $55,416+17.7% | $75,972-14.2% | $77,643-16.0% |
| Participation rate | 89.4% | 63.6%+25.8pp | 69.1%+20.4pp | 70.6%+18.8pp |
| Annual return | 21.19% | 17.07%+4.1pp | 359.55%-338.4pp | 31.24%-10.0pp |
| Employer contribution / active EE | $1,421 | $1,788-20.5% | $2,685-47.1% | $2,726-47.9% |
| Participant deferral / active EE | $8,097 | $3,447+134.9% | $4,255+90.3% | $4,647+74.2% |
| Admin fee / account holder | $117 | $414-71.7% | $6,467-98.2% | $430-72.8% |