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 | $126,219 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $28,142 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $10,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,898 | $66,528+93.7% | $86,874+48.4% | $86,799+48.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 71.6%+28.4pp | 72.3%+27.7pp |
| Annual return | 12.74% | 19.56%-6.8pp | 63.52%-50.8pp | 97.91%-85.2pp |
| Employer contribution / active EE | $4,147 | $2,007+106.6% | $2,495+66.2% | $2,405+72.4% |
| Participant deferral / active EE | $5,056 | $3,240+56.1% | $3,699+36.7% | $4,131+22.4% |
| Admin fee / account holder | $253 | $148+71.0% | $5,828-95.7% | $170+49.3% |