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 5-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $104,757 |
Filed as: PRINCIPAL SECURITIES Service code 26 9 N. CENTRE ST. SUITE 300 · POTTSVILLE, PA 17901 | Advisory (Participants) | $90,971 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $20,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,828 | $95,388-40.4% | $125,339-54.7% | $77,904-27.1% |
| Participation rate | 67.0% | 78.6%-11.6pp | 82.4%-15.3pp | 73.7%-6.7pp |
| Annual return | 7.67% | 116.19%-108.5pp | 572.05%-564.4pp | 12.21%-4.5pp |
| Employer contribution / active EE | $747 | $3,666-79.6% | $4,814-84.5% | $2,848-73.8% |
| Participant deferral / active EE | $4,968 | $7,711-35.6% | $7,446-33.3% | $4,806+3.4% |
| Admin fee / account holder | $109 | $119-8.0% | $10,010-98.9% | $133-17.5% |