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 | $31,026 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,605 | $66,098+0.8% | $101,794-34.6% | $74,304-10.4% |
| Participation rate | 84.7% | 53.8%+30.9pp | 69.2%+15.5pp | 60.3%+24.3pp |
| Annual return | 19.55% | 19.59%0pp | 30.53%-11.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $634 | $1,082-41.4% | $2,289-72.3% | $2,241-71.7% |
| Participant deferral / active EE | $7,122 | $2,781+156.1% | $4,084+74.4% | $3,767+89.1% |
| Admin fee / account holder | $236 | $4,146-94.3% | $8,777-97.3% | $2,969-92.1% |