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: RAYMOND JAMES & ASSOCIATES, INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $22,567 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,520 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,260 | $142,424-74.5% | $100,534-63.9% | $74,304-51.2% |
| Participation rate | 92.7% | 79.6%+13.1pp | 80.6%+12.1pp | 60.3%+32.3pp |
| Annual return | 17.54% | 27.53%-10.0pp | 32.66%-15.1pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,419 | $5,555-56.5% | $4,346-44.4% | $2,241+7.9% |
| Participant deferral / active EE | $4,627 | $8,247-43.9% | $6,144-24.7% | $3,767+22.8% |
| Admin fee / account holder | $355 | $1,986-82.1% | $7,654-95.4% | $2,969-88.0% |