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 | $34,476 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $27,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,437 | $106,028+50.4% | $146,958+8.5% | $77,643+105.3% |
| Participation rate | 96.4% | 78.4%+18.1pp | 82.2%+14.3pp | 70.6%+25.8pp |
| Annual return | 14.13% | 56.73%-42.6pp | 418.34%-404.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $5,895 | $4,063+45.1% | $4,933+19.5% | $2,726+116.3% |
| Participant deferral / active EE | $13,601 | $7,990+70.2% | $8,070+68.5% | $4,647+192.7% |
| Admin fee / account holder | $65 | $337-80.9% | $12,998-99.5% | $430-85.0% |