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 9-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 |
|---|---|---|
Service code 27 7000 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Advisory (Plan) | $21,037 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,372 |
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 | $53,823 | $69,823-22.9% | $77,163-30.2% | $74,419-27.7% |
| Participation rate | 56.0% | 70.0%-14.0pp | 69.6%-13.6pp | 70.7%-14.7pp |
| Annual return | 42.73% | 19.98%+22.8pp | 37.87%+4.9pp | 34.38%+8.4pp |
| Employer contribution / active EE | $2,455 | $2,150+14.2% | $2,535-3.2% | $2,637-6.9% |
| Participant deferral / active EE | $4,915 | $3,558+38.2% | $3,833+28.2% | $4,528+8.6% |
| Admin fee / account holder | $136 | $398-65.8% | $5,472-97.5% | $348-60.9% |