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 RETIREMENT PLAN SERVIC Service code 15 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $31,275 |
UHY LLP4 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $25,300 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $25,265 |
UNION INSURANCE GROUP2 years Filed as: UNION INSURANCE GROUP, INC. Service code 23 303 W ERIE ST. 310 · CHICAGO, IL 60654 | Insurance services | $9,515 |
Service code 10 · EIN 42-1122328 | Accounting | $7,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,148 | $95,880-61.3% | $107,525-65.5% | $85,563-56.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 11.47% | 68.06%-56.6pp | 181.32%-169.8pp | 31.51%-20.0pp |
| Employer contribution / active EE | $2,051 | $3,812-46.2% | $3,754-45.3% | $2,654-22.7% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $167 | $1,025-83.7% | $8,919-98.1% | $834-80.0% |