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 | $164,056 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $44,000 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $23,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,607 | $69,823+64.1% | $77,163+48.5% | $74,419+54.0% |
| Participation rate | 97.0% | 70.0%+27.0pp | 69.6%+27.4pp | 70.7%+26.3pp |
| Annual return | 16.19% | 19.98%-3.8pp | 37.87%-21.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $4,096 | $2,150+90.5% | $2,535+61.6% | $2,637+55.3% |
| Participant deferral / active EE | $6,595 | $3,558+85.4% | $3,833+72.1% | $4,528+45.7% |
| Admin fee / account holder | $264 | $398-33.7% | $5,472-95.2% | $348-24.2% |