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 |
|---|---|---|
DOYLE & ASSOCIATES, PLLC3+ years Service code 10 · EIN 20-1414332 | Accounting | $8,328 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,697 | $51,466+39.3% | $78,778-9.0% | $62,292+15.1% |
| Participation rate | 63.9% | 59.8%+4.1pp | 69.2%-5.3pp | 69.5%-5.6pp |
| Annual return | 15.49% | 19.96%-4.5pp | 35.62%-20.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,207 | $827+166.8% | $1,986+11.1% | $2,042+8.1% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $118 | $489-76.0% | $5,134-97.7% | $479-75.5% |