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 | $104,000 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 81-1869993 | Advisory (Participants) | $5,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,720 | $57,831-22.7% | $82,389-45.7% | $85,563-47.7% |
| Participation rate | 96.9% | 55.0%+41.9pp | 69.5%+27.4pp | 66.0%+31.0pp |
| Annual return | 15.42% | 17.86%-2.4pp | 28.67%-13.2pp | 31.51%-16.1pp |
| Employer contribution / active EE | $3,118 | $1,643+89.8% | $2,517+23.9% | $2,654+17.5% |
| Participant deferral / active EE | $4,788 | $3,118+53.6% | $4,155+15.3% | $4,375+9.4% |
| Admin fee / account holder | $177 | $1,391-87.3% | $7,231-97.6% | $834-78.8% |