Filed February 9, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $3,235 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $1,792 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,056 | $55,453+6.5% | $170,442-65.4% | $62,292-5.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.36% | 21.38%-3.0pp | 205.93%-187.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $5,983 | $2,164+176.5% | $5,433+10.1% | $2,042+193.0% |
| Participant deferral / active EE | $4,366 | $2,303+89.6% | $4,939-11.6% | $3,169+37.8% |
| Admin fee / account holder | $20 | $455-95.7% | $13,880-99.9% | $479-95.9% |