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 37 · EIN 01-0233346 | Loan Processing | $22,841 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $17,699 |
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 | $111,165 | $86,944+27.9% | $107,525+3.4% | $74,304+49.6% |
| Participation rate | 93.4% | 59.6%+33.9pp | 75.1%+18.4pp | 60.3%+33.1pp |
| Annual return | 16.19% | 23.52%-7.3pp | 181.32%-165.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,096 | $2,757-24.0% | $3,754-44.1% | $2,241-6.5% |
| Participant deferral / active EE | $7,480 | $3,554+110.5% | $5,116+46.2% | $3,767+98.6% |
| Admin fee / account holder | $296 | $3,727-92.1% | $8,919-96.7% | $2,969-90.0% |