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 Service code 15 · EIN 01-0233346 | Recordkeeping | $134,402 |
DA DAVIDSON & CO9 years Filed as: D. A. DAVIDSON & CO. Service code 27 · EIN 81-0139474 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,575 | $98,727-26.5% | $113,168-35.9% | $85,563-15.2% |
| Participation rate | 96.3% | 80.8%+15.5pp | 76.6%+19.7pp | 66.0%+30.3pp |
| Annual return | 16.12% | 17.43%-1.3pp | 24.27%-8.1pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,523 | $2,907-13.2% | $2,975-15.2% | $2,654-4.9% |
| Participant deferral / active EE | $4,610 | $5,424-15.0% | $5,107-9.7% | $4,375+5.4% |
| Admin fee / account holder | $137 | $357-61.6% | $12,068-98.9% | $834-83.6% |