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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $15,182 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,878 | $59,417-53.1% | $93,606-70.2% | $74,495-62.6% |
| Participation rate | 74.3% | 59.7%+14.7pp | 68.7%+5.6pp | 67.2%+7.1pp |
| Annual return | 10.96% | 81.83%-70.9pp | 133.20%-122.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $846 | $1,264-33.0% | $2,420-65.0% | $2,623-67.7% |
| Participant deferral / active EE | $1,342 | $3,050-56.0% | $4,411-69.6% | $4,346-69.1% |
| Admin fee / account holder | $149 | $3,021-95.1% | $8,285-98.2% | $1,942-92.3% |