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 8-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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $9,784 |
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $7,404 |
MAP RETIREMENT, INC.2 years Service code 15 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Recordkeeping | $5,921 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,272 | $86,944-79.0% | $107,525-83.0% | $74,304-75.4% |
| Participation rate | 71.4% | 59.6%+11.8pp | 75.1%-3.7pp | 60.3%+11.0pp |
| Annual return | 188.37% | 23.52%+164.9pp | 181.32%+7.1pp | 29.43%+158.9pp |
| Employer contribution / active EE | $1,517 | $2,757-45.0% | $3,754-59.6% | $2,241-32.3% |
| Participant deferral / active EE | $2,131 | $3,554-40.0% | $5,116-58.3% | $3,767-43.4% |
| Admin fee / account holder | $124 | $3,727-96.7% | $8,919-98.6% | $2,969-95.8% |