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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $155,435 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $86,101 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $10,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,902 | $120,450-54.4% | $159,436-65.6% | $93,030-41.0% |
| Participation rate | 81.7% | 78.0%+3.7pp | 82.8%-1.1pp | 73.9%+7.8pp |
| Annual return | 28.51% | 27.11%+1.4pp | 263.57%-235.1pp | 158.70%-130.2pp |
| Employer contribution / active EE | $1,238 | $3,526-64.9% | $4,829-74.4% | $2,706-54.3% |
| Participant deferral / active EE | $4,786 | $7,283-34.3% | $7,352-34.9% | $4,562+4.9% |
| Admin fee / account holder | $146 | $137+6.7% | $10,799-98.6% | $152-3.8% |