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 | $40,721 |
APRIO LLP7 years Filed as: APRIO WEALTH MANAGEMENT, LLC Service code 27 5 CONCOURSE PKWY, SUITE 1000 · ATLANTA, GA 30328 | Advisory (Plan) | $32,268 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,381 | $88,890-24.2% | $102,423-34.2% | $77,643-13.2% |
| Participation rate | 94.9% | 80.9%+13.9pp | 76.5%+18.4pp | 70.6%+24.3pp |
| Annual return | 13.70% | 24.98%-11.3pp | 29.32%-15.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $759 | $2,698-71.9% | $3,023-74.9% | $2,726-72.2% |
| Participant deferral / active EE | $4,802 | $5,145-6.7% | $5,053-5.0% | $4,647+3.3% |
| Admin fee / account holder | $208 | $235-11.7% | $9,451-97.8% | $430-51.7% |