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 |
|---|---|---|
LPL FINANCIAL7 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $35,926 |
Filed as: JOHN HANCOCK ENTERPRISE Service code 28 · EIN 01-0233346 | Investment Management | $29,325 |
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 | $96,940 | $82,978+16.8% | $129,995-25.4% | $71,457+35.7% |
| Participation rate | 79.2% | 74.1%+5.1pp | 78.5%+0.7pp | 67.9%+11.3pp |
| Annual return | 15.40% | 20.60%-5.2pp | -137.18%+152.6pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,501 | $2,622-42.8% | $4,320-65.3% | $2,588-42.0% |
| Participant deferral / active EE | $6,428 | $4,432+45.0% | $5,820+10.4% | $4,289+49.9% |
| Admin fee / account holder | $617 | $1,729-64.3% | $10,614-94.2% | $1,587-61.1% |