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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,690 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,159 |
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 01-0233346 | Recordkeeping | $14,435 |
WHITTLESEY PC7 years Service code 10 · EIN 06-0903326 | Accounting | $13,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,403 | $88,890-6.2% | $102,423-18.6% | $77,643+7.4% |
| Participation rate | 92.1% | 80.9%+11.2pp | 76.5%+15.6pp | 70.6%+21.5pp |
| Annual return | 13.59% | 24.98%-11.4pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $3,418 | $2,698+26.7% | $3,023+13.1% | $2,726+25.4% |
| Participant deferral / active EE | $7,514 | $5,145+46.0% | $5,053+48.7% | $4,647+61.7% |
| Admin fee / account holder | $142 | $235-39.5% | $9,451-98.5% | $430-66.9% |