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 |
|---|---|---|
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $5,699 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $1,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,185 | $132,049-25.6% | $200,582-51.1% | $74,304+32.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 18.01% | 22.22%-4.2pp | 42.33%-24.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,228 | $4,558-29.2% | $6,419-49.7% | $2,241+44.0% |
| Participant deferral / active EE | $8,331 | $7,213+15.5% | $9,331-10.7% | $3,767+121.1% |
| Admin fee / account holder | $481 | $2,405-80.0% | $16,305-97.0% | $2,969-83.8% |