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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $150,934 |
MONETA GROUP LLC5 years Filed as: MONETA GROUP Service code 27 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $62,727 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN SMITH WALLACE Service code 10 · EIN 43-1001367 | Accounting | $12,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,316 | $87,125-26.2% | $108,410-40.7% | $86,799-25.9% |
| Participation rate | 89.0% | 80.5%+8.4pp | 80.1%+8.8pp | 72.3%+16.7pp |
| Annual return | 17.12% | 25.21%-8.1pp | 905.27%-888.1pp | 97.91%-80.8pp |
| Employer contribution / active EE | $2,353 | $2,477-5.0% | $3,558-33.9% | $2,405-2.2% |
| Participant deferral / active EE | $6,970 | $6,944+0.4% | $6,563+6.2% | $4,131+68.7% |
| Admin fee / account holder | $233 | $130+78.6% | $7,295-96.8% | $170+37.1% |