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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $3,898 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,667 | $66,098+9.9% | $101,794-28.6% | $74,304-2.2% |
| Participation rate | 68.1% | 53.8%+14.4pp | 69.2%-1.1pp | 60.3%+7.8pp |
| Annual return | 14.29% | 19.59%-5.3pp | 30.53%-16.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,450 | $1,082+126.5% | $2,289+7.0% | $2,241+9.3% |
| Participant deferral / active EE | $3,989 | $2,781+43.4% | $4,084-2.3% | $3,767+5.9% |
| Admin fee / account holder | $558 | $4,146-86.5% | $8,777-93.6% | $2,969-81.2% |